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First Trust Health Care AlphaDEX Fund
FXH

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: 239 → 247 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.64M
3
JAWM
J. Arnold Wealth Management
Ohio
+$9.56M
4
LPL Financial
LPL Financial
California
+$7.51M
5
Stifel Financial
Stifel Financial
Missouri
+$7.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.1M
2
NA
Navellier & Associates
Nevada
-$5.36M
3
Goldman Sachs
Goldman Sachs
New York
-$3.78M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.95M
5
FEM
Fulcrum Equity Management
Texas
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
126
MTM Investment Management
South Carolina
$442K – – –
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$442K +$474K +4,504 New
CWA
128
Capital Wealth Alliance
Arizona
$435K -$320K -3,044 -41%
5L
129
55I LLC
Massachusetts
$415K +$449K +4,265 New
NFC
130
Northeast Financial Consultants
Connecticut
$413K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$407K +$17.2K +163 +4%
PPG
132
Peak Planning Group
Colorado
$384K +$2.63K +25 +0.6%
IA
133
Insight Advisors
Pennsylvania
$378K +$15.3K +145 +4%
SG
134
StoneX Group
New York
$365K -$8.42K -80 -2%
MPW
135
MGO Private Wealth
California
$360K +$390K +3,702 New
SCFS
136
S.C. Financial Services
Arizona
$344K +$124K +1,182 +50%
SWMP
137
Signature Wealth Management Partners
New Jersey
$315K -$4.74K -45 -1%
LMKC
138
L.M. Kohn & Company
Ohio
$312K – – –
MTWM
139
Masso Torrence Wealth Management
New Jersey
$310K +$336K +3,191 New
PFA
140
Pinnacle Family Advisors
Missouri
$309K +$335K +3,181 New
DC
141
Davenport & Co
Virginia
$304K +$329K +3,124 New
CBFP
142
Cedar Brook Financial Partners
Ohio
$296K – – –
AF
143
Allworth Financial
California
$292K – – –
FPWM
144
FSB Premier Wealth Management
Iowa
$289K +$313K +2,977 New
BCM
145
Brookstone Capital Management
Illinois
$284K -$138K -1,310 -31%
Mariner
146
Mariner
Kansas
$282K +$306K +2,906 New
AAS
147
Ameritas Advisory Services
Nebraska
$281K – – –
P
148
&Partners
Tennessee
$280K -$29.9K -284 -9%
WCFA
149
Walkner Condon Financial Advisors
Wisconsin
$276K +$299K +2,840 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$270K – – –
4 5
6
7 8

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.