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First Trust Health Care AlphaDEX Fund
FXH

254 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.82% less ownership

Funds ownership: 56.11% → 55.29% (-0.82%)

5% less funds holding

Funds holding: 266 → 254 (-12)

9% less capital invested

Capital invested by funds: $744M → $674M (-$70M)

32% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 94

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
254
Holders Change
-12
Holders Change %
-4.51%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
64
Reduced
94
Closed
20
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$12K

Top Buyers

Rank Fund Capital Flow
1
PCH
PGIM Custom Harvest
New Jersey
+$9.38M
2
PFS
Prospera Financial Services
Texas
+$1.57M
3
Jane Street
Jane Street
New York
+$1.55M
4
RVPG
Relative Value Partners Group
+$1.07M
5
AssetMark Inc
AssetMark Inc
California
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.8M
2
LPL Financial
LPL Financial
California
-$6.22M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.41M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
101
Tradition Wealth Management
Minnesota
$602K +$420 +4 +0.1%
ONB
102
Old National Bancorp
Indiana
$600K – – –
FAM
103
Family Asset Management
South Carolina
$585K – – –
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$583K +$27.2K +259 +5%
LMKC
105
L.M. Kohn & Company
Ohio
$579K +$3.15K +30 +0.5%
PWM
106
Perigon Wealth Management
California
$565K -$50.3K -479 -8%
GRP
107
Global Retirement Partners
California
$564K +$16.2K +154 +3%
SPC
108
Sigma Planning Corp
Michigan
$563K +$19.3K +184 +4%
NPFS
109
Novak & Powell Financial Services
Florida
$563K – – –
AWM
110
Apollon Wealth Management
South Carolina
$550K +$15.7K +149 +3%
BW
111
Bison Wealth
Georgia
$549K – – –
SWM
112
SeaCrest Wealth Management
New York
$546K +$315 +3 +0.1%
AFG
113
ABLE Financial Group
Arizona
$531K +$20.4K +194 +4%
Creative Planning
114
Creative Planning
Kansas
$515K +$15.7K +149 +3%
SF
115
Synovus Financial
Georgia
$512K -$27.9K -266 -5%
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$509K +$31.1K +296 +6%
KWM
117
Kingsview Wealth Management
Oregon
$497K +$2.73K +26 +0.5%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$484K -$210 -2 -0%
GM
119
GeoWealth Management
Illinois
$483K +$54.6K +520 +13%
DC
120
Davenport & Co
Virginia
$482K +$2.42K +23 +0.5%
PSF
121
Pacific Sun Financial
California
$458K -$12.6K -120 -3%
GA
122
GoalVest Advisory
New York
$458K – – –
GPW
123
Gentry Private Wealth
Kansas
$458K +$460K +4,383 New
IA
124
Insight Advisors
Pennsylvania
$452K +$8.93K +85 +2%
MFG
125
Mosaic Financial Group
Illinois
$449K – – –
3 4
5
6 7

FXH Hedge Fund Activity: Q2 2024 in Review

254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2024, worth a combined $674M — down 9.4% from $744M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FXH and 13 opened new positions — a net loss of 7 holders — while 94 trimmed existing stakes and 64 added.

The largest buyer was PGIM Custom Harvest, adding an estimated $9.38M. The largest seller was Morgan Stanley, cutting an estimated $10.8M.

  • 254 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2024, down from 266 in Q1 2024.
  • Funds reported $674M of First Trust Health Care AlphaDEX Fund stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 13 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2024 and 20 closed out, a net change of -7 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2024 was PGIM Custom Harvest, an estimated $9.38M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2024 was Morgan Stanley, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.