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First Trust Health Care AlphaDEX Fund
FXH

239 hedge funds and large institutions have $791M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $521K

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

11% more funds holding

Funds holding: 216 → 239 (+23)

0% less capital invested

Capital invested by funds: $795M → $791M (-$3.24M)

1.24% less ownership

Funds ownership: 50.7% → 49.46% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
239
Holders Change
+23
Holders Change %
+10.65%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
55
Reduced
66
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.87M
3
Goldman Sachs
Goldman Sachs
New York
+$3.89M
4
KAS
Kestra Advisory Services
Texas
+$2.23M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.2M
3
IPW
IronBridge Private Wealth
Texas
-$8.23M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$7.44M
5
NA
Navellier & Associates
Nevada
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
151
National Wealth Management Group
Ohio
$253K +$244K +2,041 New
IP
152
Ignite Planners
California
$253K +$271K +2,261 New
IF
153
Intrua Financial
Texas
$250K -$6.82K -57 -3%
SWP
154
Summit Wealth Partners
Florida
$249K – – –
CCA
155
Clearwater Capital Advisors
Illinois
$248K – – –
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$247K – – –
CIBC World Market
157
CIBC World Market
Ontario, Canada
$245K -$23.9K -200 -9%
1W
158
1776 Wealth
Georgia
$242K – – –
HFS
159
Howard Financial Services
Texas
$242K – – –
KWS
160
Keystone Wealth Services
California
$242K +$233K +1,950 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$241K -$403K -3,367 -64%
JAWM
162
J. Arnold Wealth Management
Ohio
$235K -$915K -7,648 -80%
AWM
163
Apollon Wealth Management
South Carolina
$235K +$226K +1,889 New
KA
164
Kovack Advisors
Florida
$230K – – –
HI
165
Harbour Investments
Wisconsin
$228K -$365K -3,049 -62%
BRC
166
Bell Rock Capital
Delaware
$228K +$228K +1,906 New
CPA
167
Capital Planning Advisors
California
$225K +$217K +1,812 New
WFA
168
WMG Financial Advisors
Tennessee
$224K +$217K +1,809 New
IWM
169
IHT Wealth Management
Illinois
$216K -$2.63K -22 -1%
TA
170
TruWealth Advisors
Louisiana
$215K – – –
SG
171
StoneX Group
New York
$215K -$6.46K -54 -3%
TCWM
172
Total Clarity Wealth Management
Illinois
$209K – – –
IA
173
IFG Advisory
Georgia
$207K +$200K +1,674 New
DWA
174
Delos Wealth Advisors
Texas
$205K – – –
MC
175
Moors & Cabot
Massachusetts
$204K +$197K +1,646 New
5 6
7
8 9

FXH Hedge Fund Activity: Q4 2021 in Review

239 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2021, worth a combined $791M — down 0.41% from $795M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FXH positions and 24 closed out — a net gain of 29 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.81M. The largest seller was Wells Fargo, cutting an estimated $10.8M.

  • 239 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2021, up from 216 in Q3 2021.
  • Funds reported $791M of First Trust Health Care AlphaDEX Fund stock for Q4 2021, down 0.41% quarter-over-quarter.
  • 53 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2021 and 24 closed out, a net change of +29 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2021 was Morgan Stanley, an estimated $9.81M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.