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First Trust Health Care AlphaDEX Fund

247 hedge funds and large institutions have $777M invested in First Trust Health Care AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $857K

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 68

5% more capital invested

Capital invested by funds: $738M → $777M (+$38.9M)

3% more funds holding

Funds holding: 239247 (+8)

2.75% more ownership

Funds ownership: 53.46%56.21% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
84
Reduced
68
Closed
21
Calls
$2.96M
Puts
$857K
Net Calls
+$2.11M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
PCG Wealth Advisors
Kansas
$709K +$385K +3,657 +100%
JCM
102
Jacobi Capital Management
Pennsylvania
$707K -$6.21K -59 -0.8%
OC
103
Oppenheimer & Co
New York
$701K -$149K -1,412 -16%
SW
104
SVB Wealth
Massachusetts
$680K -$21.1K -200 -3%
AFP
105
Ausdal Financial Partners
Iowa
$672K -$1.68K -16 -0.2%
SWAG
106
Spectrum Wealth Advisory Group
California
$661K -$30.1K -286 -4%
UCFA
107
United Capital Financial Advisors
Texas
$645K -$31.7K -301 -4%
EH
108
Equitable Holdings
New York
$637K +$275K +2,614 +66%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$621K
RJT
110
Raymond James Trust
Florida
$617K
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$610K -$16.8K -160 -2%
CFGS
112
Concourse Financial Group Securities
Alabama
$605K +$58.6K +557 +10%
SS
113
Sunbelt Securities
Texas
$598K -$110K -1,041 -14%
SWP
114
Stratos Wealth Partners
Ohio
$598K -$5.68K -54 -0.9%
AWAP
115
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$587K
GWM
116
Geneos Wealth Management
Colorado
$580K -$246K -2,338 -28%
RFWA
117
RPg Family Wealth Advisory
Massachusetts
$571K +$589K +5,595 New
TWM
118
Tradition Wealth Management
Minnesota
$560K
Creative Planning
119
Creative Planning
Kansas
$522K -$73.4K -697 -11%
SWM
120
SeaCrest Wealth Management
New York
$509K -$35.5K -337 -6%
PSF
121
Pacific Sun Financial
California
$501K -$3.16K -30 -0.6%
PWM
122
Purus Wealth Management
California
$491K -$1.37K -13 -0.3%
KWM
123
Kingsview Wealth Management
Oregon
$460K
DWM
124
Doyle Wealth Management
Florida
$456K +$1.16K +11 +0.2%
BS
125
Banco Santander
Spain
$454K -$198K -1,880 -29%

FXH Hedge Fund Activity: Q3 2022 in Review

247 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q3 2022, worth a combined $777M — up 5.3% from $738M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FXH positions and 21 closed out — a net gain of 9 holders — while 84 added to existing stakes and 68 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $6.1M.

  • 247 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q3 2022, up from 239 in Q2 2022.
  • Funds reported $777M of First Trust Health Care AlphaDEX Fund stock for Q3 2022, up 5.3% quarter-over-quarter.
  • 30 funds opened new First Trust Health Care AlphaDEX Fund positions in Q3 2022 and 21 closed out, a net change of +9 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q3 2022 was Jane Street, an estimated $14.7M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q3 2022 was Morgan Stanley, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2022.