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First Trust Health Care AlphaDEX Fund
FXH

254 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.82% less ownership

Funds ownership: 56.11% → 55.29% (-0.82%)

5% less funds holding

Funds holding: 266 → 254 (-12)

9% less capital invested

Capital invested by funds: $744M → $674M (-$70M)

32% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 94

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
254
Holders Change
-12
Holders Change %
-4.51%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
64
Reduced
94
Closed
20
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$12K

Top Buyers

Rank Fund Capital Flow
1
PCH
PGIM Custom Harvest
New Jersey
+$9.38M
2
PFS
Prospera Financial Services
Texas
+$1.57M
3
Jane Street
Jane Street
New York
+$1.55M
4
RVPG
Relative Value Partners Group
+$1.07M
5
AssetMark Inc
AssetMark Inc
California
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.8M
2
LPL Financial
LPL Financial
California
-$6.22M
3
Wells Fargo
Wells Fargo
California
-$4.42M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.41M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWMS
151
Dominguez Wealth Management Solutions
Virginia
$295K +$210 +2 +0.1%
KPWS
152
Kestra Private Wealth Services
Texas
$294K – – –
MIM
153
MTM Investment Management
South Carolina
$294K – – –
TWM
154
Trueblood Wealth Management
Ohio
$291K – – –
Fidelity Investments
155
Fidelity Investments
Massachusetts
$290K -$1.16K -11 -0.4%
RW
156
Rockport Wealth
Ohio
$288K – – –
Two Sigma Investments
157
Two Sigma Investments
New York
$282K +$284K +2,700 New
CKAIS
158
Christensen King & Associates Investment Services
Washington
$280K +$7.25K +69 +3%
1W
159
1776 Wealth
Georgia
$275K +$20.6K +196 +8%
WAM
160
Walker Asset Management
Missouri
$265K – – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$253K – – –
IFG
162
Independent Financial Group
California
$251K +$7.35K +70 +3%
VCM
163
Vivaldi Capital Management
Illinois
$244K -$9.14K -87 -4%
P
164
&Partners
Tennessee
$238K +$23.7K +226 +11%
AAS
165
Ameritas Advisory Services
Nebraska
$237K -$12.9K -123 -5%
NFG
166
Nations Financial Group
Iowa
$237K – – –
CFA
167
Cahill Financial Advisors
Minnesota
$235K – – –
CWP
168
Cyndeo Wealth Partners
Florida
$223K – – –
CCA
169
Clearwater Capital Advisors
Illinois
$209K – – –
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$209K +$18K +171 +9%
WS
171
Wedbush Securities
California
$207K -$40K -381 -16%
OBWG
172
Onyx Bridge Wealth Group
New York
$206K – – –
CWA
173
Capital Wealth Alliance
Arizona
$204K +$205K +1,954 New
DWA
174
Delos Wealth Advisors
Texas
$172K – – –
AF
175
Allworth Financial
California
$170K -$10.5K -100 -6%
5 6
7
8 9

FXH Hedge Fund Activity: Q2 2024 in Review

254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2024, worth a combined $674M — down 9.4% from $744M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FXH and 13 opened new positions — a net loss of 7 holders — while 94 trimmed existing stakes and 64 added.

The largest buyer was PGIM Custom Harvest, adding an estimated $9.38M. The largest seller was Morgan Stanley, cutting an estimated $10.8M.

  • 254 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2024, down from 266 in Q1 2024.
  • Funds reported $674M of First Trust Health Care AlphaDEX Fund stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 13 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2024 and 20 closed out, a net change of -7 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2024 was PGIM Custom Harvest, an estimated $9.38M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2024 was Morgan Stanley, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.