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First Trust Health Care AlphaDEX Fund
FXH

218 hedge funds and large institutions have $758M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $422K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $682M → $758M (+$75.7M)

4% more funds holding

Funds holding: 209 → 218 (+9)

0.7% more ownership

Funds ownership: 49.11% → 49.8% (+0.7%)

19% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 68

Holders
218
Holders Change
+9
Holders Change %
+4.31%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
55
Reduced
68
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$17.5M
2
NA
Navellier & Associates
Nevada
+$7.63M
3
FEM
Fulcrum Equity Management
Texas
+$5.6M
4
RIA
Regal Investment Advisors
Michigan
+$5.55M
5
Goldman Sachs
Goldman Sachs
New York
+$3.29M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.17M
2
Wells Fargo
Wells Fargo
California
-$4.61M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.15M
4
Bank of America
Bank of America
North Carolina
-$2.56M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
176
Clearstead Advisors
Ohio
$54K – – –
ADL
177
Asset Dedication LLC
California
$54K +$2.28K +20 +5%
TH
178
TCTC Holdings
Texas
$53K – – –
ASN
179
Advisory Services Network
Georgia
$51K +$49.3K +432 New
CIAS
180
Capital Investment Advisory Services
North Carolina
$47K – – –
ASBI
181
American State Bank (Iowa)
Iowa
$39.5K – – –
MA
182
MCF Advisors
Kentucky
$38K – – –
TCOV
183
Trust Company of Vermont
Vermont
$37K – – –
BCWM
184
Bartlett & Co Wealth Management
Ohio
$35.1K – – –
BC
185
Bartlett & Co
Ohio
$35K – – –
AF
186
Advisornet Financial
Minnesota
$35K +$4.22K +37 +14%
TIM
187
Tortoise Investment Management
New York
$34K – – –
WT
188
Washington Trust
Rhode Island
$33K – – –
SB
189
Strategic Blueprint
Georgia
$33K +$32.2K +282 New
PMFA
190
Plante Moran Financial Advisors
Michigan
$30K – – –
GWSG
191
GPS Wealth Strategies Group
Colorado
$26K – – –
TF
192
TimeScale Financial
Massachusetts
$25K +$2.97K +26 +14%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$25K +$7.42K +65 +43%
IBOK
194
Independence Bank of Kentucky
Kentucky
$24K – – –
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4K – – –
OIA
196
Optimum Investment Advisors
Illinois
$23K – – –
WP
197
WealthShield Partners
North Carolina
$23K +$22.8K +200 New
JFA
198
JNBA Financial Advisors
Minnesota
$21K – – –
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
LWA
200
Lowe Wealth Advisors
Maryland
$19K – – –
6 7
8
9 10

FXH Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2021, worth a combined $758M — up 11% from $682M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 13 closed out — a net gain of 11 holders — while 55 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.5M. The largest seller was UBS Group, cutting an estimated $5.17M.

  • 218 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2021, up from 209 in Q1 2021.
  • Funds reported $758M of First Trust Health Care AlphaDEX Fund stock for Q2 2021, up 11% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2021 and 13 closed out, a net change of +11 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2021 was Morgan Stanley, an estimated $17.5M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2021 was UBS Group, an estimated $5.17M sold.

Based on aggregated 13F filings for Q2 2021.