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First Trust Health Care AlphaDEX Fund
FXH

256 hedge funds and large institutions have $911M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $891M → $911M (+$19.8M)

0.72% more ownership

Funds ownership: 57.51% → 58.23% (+0.72%)

0% more funds holding

Funds holding: 255 → 256 (+1)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

24% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 94

56% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $4.51M

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
71
Reduced
94
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$25.7M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$5.07M
3
Jane Street
Jane Street
New York
+$4.57M
4
CAS
Coppell Advisory Solutions
Texas
+$4.48M
5
MFG
Merit Financial Group
Georgia
+$4.3M

Top Sellers

1
LPL Financial
LPL Financial
California
-$8.9M
2
FAIM
Financial Advocates Investment Management
Washington
-$7.39M
3
Stifel Financial
Stifel Financial
Missouri
-$6.79M
4
WQ
Wealth Quarterback
New Jersey
-$4.76M
5
Wells Fargo
Wells Fargo
California
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIAS
126
PCA Investment Advisory Services
Ohio
$529K -$22.5K -210 -4%
KWM
127
Kingsview Wealth Management
Oregon
$512K -$1.19M -11,148 -70%
KPWS
128
Kestra Private Wealth Services
Texas
$509K -$1.28M -11,940 -72%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$502K -$14.7K -137 -3%
PSF
130
Pacific Sun Financial
California
$501K +$498K +4,655 New
PPG
131
Peak Planning Group
Colorado
$500K +$44.4K +415 +10%
AssetMark Inc
132
AssetMark Inc
California
$478K +$472K +4,409 New
PFA
133
Petra Financial Advisors
Colorado
$456K -$97.4K -910 -18%
FTS
134
Fifth Third Securities
Ohio
$455K -$1.98M -18,536 -82%
IA
135
Insight Advisors
Pennsylvania
$446K – – –
MIM
136
MTM Investment Management
South Carolina
$440K -$36.7K -343 -8%
EH
137
Equitable Holdings
New York
$439K +$12.5K +117 +3%
NFC
138
Northeast Financial Consultants
Connecticut
$439K – – –
UCFA
139
United Capital Financial Advisors
Texas
$437K +$2.14K +20 +0.5%
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$430K -$247K -2,305 -37%
HF
141
HRT Financial
New York
$425K +$421K +3,932 New
PWA
142
PCG Wealth Advisors
Kansas
$413K – – –
GVAG
143
Great Valley Advisor Group
Delaware
$411K +$33.2K +310 +9%
FEM
144
Fulcrum Equity Management
Texas
$409K +$404K +3,775 New
CWA
145
Capital Wealth Alliance
Arizona
$393K -$85K -794 -18%
AWM
146
Avior Wealth Management
Nebraska
$385K -$115K -1,073 -23%
PFA
147
Pinnacle Family Advisors
Missouri
$380K -$2.14K -20 -0.6%
MSAM
148
Moloney Securities Asset Management
Missouri
$374K +$370K +3,455 New
FPWM
149
FSB Premier Wealth Management
Iowa
$369K +$80.7K +754 +28%
PVI
150
Pine Valley Investments
New Jersey
$364K +$25.1K +234 +7%
4 5
6
7 8

FXH Hedge Fund Activity: Q2 2023 in Review

256 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2023, worth a combined $911M — up 2.2% from $891M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 71 added to existing stakes and 94 trimmed.

The largest buyer was J. Arnold Wealth Management, adding an estimated $25.7M. The largest seller was LPL Financial, cutting an estimated $8.9M.

  • 256 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2023, up from 255 in Q1 2023.
  • Funds reported $911M of First Trust Health Care AlphaDEX Fund stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2023 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2023 was J. Arnold Wealth Management, an estimated $25.7M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2023 was LPL Financial, an estimated $8.9M sold.

Based on aggregated 13F filings for Q2 2023.