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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
IP
151
Ignite Planners
California
$267K – – –
WF
152
Welch & Forbes
Massachusetts
$264K – – –
WAM
153
Walker Asset Management
Missouri
$253K – – –
OBWG
154
Onyx Bridge Wealth Group
New York
$250K – – –
WS
155
Wedbush Securities
California
$250K +$14.2K +135 +6%
RA
156
RFG Advisory
Alabama
$249K +$252K +2,398 New
RIL
157
Rothschild Investment LLC
Illinois
$243K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$235K -$9.69K -92 -4%
BA
159
Ballew Advisors
Mississippi
$234K – – –
GVAG
160
Great Valley Advisor Group
Delaware
$233K +$2.11K +20 +0.8%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$231K +$2.32K +22 +0.9%
CW
162
CreativeOne Wealth
Kansas
$230K -$1.58K -15 -0.6%
TA
163
TFG Advisers
Michigan
$230K +$211 +2 +0.1%
BAM
164
Belpointe Asset Management
Nevada
$225K +$211 +2 +0.1%
KA
165
Kovack Advisors
Florida
$225K +$11.3K +107 +5%
WWA
166
WCG Wealth Advisors
Nevada
$224K -$10.5K -100 -4%
CFA
167
Cahill Financial Advisors
Minnesota
$218K +$316 +3 +0.1%
WE
168
Wealth Effects
Massachusetts
$213K – – –
GRP
169
Global Retirement Partners
California
$212K +$842 +8 +0.4%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$173K -$24.1K -229 -11%
DWA
171
Delos Wealth Advisors
Texas
$160K – – –
MCC
172
Money Concepts Capital
Florida
$149K +$25.9K +246 +19%
TRCT
173
Tower Research Capital (TRC)
New York
$136K -$2.95M -28,015 -95%
CTB
174
Country Trust Bank
Illinois
$133K – – –
HWA
175
HHM Wealth Advisors
Tennessee
$128K – – –
5 6
7
8 9

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.