We are live on ! Find out more
FXH icon

First Trust Health Care AlphaDEX Fund
FXH

218 hedge funds and large institutions have $758M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $422K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $682M → $758M (+$75.7M)

4% more funds holding

Funds holding: 209 → 218 (+9)

0.7% more ownership

Funds ownership: 49.11% → 49.8% (+0.7%)

19% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 68

Holders
218
Holders Change
+9
Holders Change %
+4.31%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
55
Reduced
68
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$17.5M
2
NA
Navellier & Associates
Nevada
+$7.63M
3
FEM
Fulcrum Equity Management
Texas
+$5.6M
4
RIA
Regal Investment Advisors
Michigan
+$5.55M
5
Goldman Sachs
Goldman Sachs
New York
+$3.29M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.17M
2
Wells Fargo
Wells Fargo
California
-$4.61M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.15M
4
Bank of America
Bank of America
North Carolina
-$2.56M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$288K +$281K +2,461 New
IWA
127
Intercontinental Wealth Advisors
Texas
$282K +$275K +2,410 New
AIM
128
Axiom Investment Management
New York
$281K -$85.6K -750 -24%
TA
129
TFG Advisers
Michigan
$280K – – –
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$279K +$29.3K +257 +12%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$278K – – –
BJL
132
Brighton Jones LLC
Washington
$272K +$685 +6 +0.3%
EH
133
Equitable Holdings
New York
$267K -$20.4K -179 -7%
OBWG
134
Onyx Bridge Wealth Group
New York
$267K +$35.4K +310 +16%
DWP
135
Destiny Wealth Partners
Florida
$265K – – –
IF
136
Intrua Financial
Texas
$262K -$22.6K -198 -8%
JIP
137
Jaffetilchin Investment Partners
Florida
$256K -$229K -2,005 -48%
CW
138
CreativeOne Wealth
Kansas
$255K – – –
VVP
139
Venture Visionary Partners
Ohio
$246K – – –
1W
140
1776 Wealth
Georgia
$246K +$240K +2,103 New
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$236K +$3.08K +27 +1%
BRC
142
BHF RG Capital
Arizona
$235K – – –
SWP
143
Summit Wealth Partners
Florida
$235K – – –
CCA
144
Clearwater Capital Advisors
Illinois
$234K – – –
HFS
145
Howard Financial Services
Texas
$228K -$126K -1,100 -36%
WF
146
Welch & Forbes
Massachusetts
$222K – – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$217K +$140K +1,230 +199%
KA
148
Kovack Advisors
Florida
$217K +$212K +1,854 New
TA
149
TruWealth Advisors
Louisiana
$215K -$134K -1,171 -39%
DBRC
150
D.B. Root & Company
Pennsylvania
$215K -$570 -5 -0.3%
4 5
6
7 8

FXH Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2021, worth a combined $758M — up 11% from $682M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 13 closed out — a net gain of 11 holders — while 55 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.5M. The largest seller was UBS Group, cutting an estimated $5.17M.

  • 218 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2021, up from 209 in Q1 2021.
  • Funds reported $758M of First Trust Health Care AlphaDEX Fund stock for Q2 2021, up 11% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2021 and 13 closed out, a net change of +11 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2021 was Morgan Stanley, an estimated $17.5M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2021 was UBS Group, an estimated $5.17M sold.

Based on aggregated 13F filings for Q2 2021.