First Trust Health Care AlphaDEX Fund
FXH
231 hedge funds and large institutions have $723M invested in First Trust Health Care AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 26 closing their positions.
0.55% more ownership
Funds ownership: 49.46% → 50.01% (+0.55%)
3% less funds holding
Funds holding: 239 → 231 (-8)
9% less capital invested
Capital invested by funds: $791M → $723M (-$68.7M)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
25% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.6M |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$6.37M |
| 3 |
Morgan Stanley
New York
|
+$4.89M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.02M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$13M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.03M |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$3.59M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.09M |
FXH Hedge Fund Activity: Q1 2022 in Review
231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2022, worth a combined $723M — down 8.7% from $791M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FXH and 22 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 59 added.
The largest buyer was Envestnet Asset Management, adding an estimated $9.6M. The largest seller was Truist Financial, cutting an estimated $13M.
- 231 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2022, down from 239 in Q4 2021.
- Funds reported $723M of First Trust Health Care AlphaDEX Fund stock for Q1 2022, down 8.7% quarter-over-quarter.
- 22 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2022 and 26 closed out, a net change of -4 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2022 was Envestnet Asset Management, an estimated $9.6M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q1 2022 was Truist Financial, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2022.