We are live on ! Find out more
FXH icon

First Trust Health Care AlphaDEX Fund

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: 239247 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Cutler Group
California
$125K +$94.2K +895 +224%
GTAM
177
Global Trust Asset Management
Florida
$124K -$10.5K -100 -7%
PTC
178
Private Trust Company
Ohio
$116K +$126K +1,193 New
BEI
179
Benjamin Edwards Inc
Missouri
$112K -$4.42K -42 -4%
HWMA
180
Heritage Wealth Management (Arizona)
Arizona
$107K -$948 -9 -0.8%
AP
181
Atwood & Palmer
Missouri
$106K
TSWM
182
Tyler-Stone Wealth Management
Ohio
$102K +$105 +1 +0.1%
BWA
183
BDO Wealth Advisors
Florida
$100K
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$100K +$11.4K +108 +12%
CAL
185
Capital Analysts LLC
Pennsylvania
$90K +$19.7K +187 +25%
HNB
186
Huntington National Bank
Ohio
$87K
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$80K
HNWAG
188
High Net Worth Advisory Group
Florida
$68K
FA
189
Flagstar Advisors
New York
$65.6K +$71.1K +675 New
HBW
190
Hazlett, Burt & Watson
West Virginia
$58K +$105 +1 +0.2%
AA
191
Addison Advisors
Vermont
$53K
Citigroup
192
Citigroup
New York
$50K -$79.2K -752 -59%
FFA
193
Founders Financial Alliance
North Carolina
$49K +$2.63K +25 +5%
PA
194
PSI Advisors
Florida
$48K -$12.1K -115 -19%
TH
195
TCTC Holdings
Texas
$44K
BBHC
196
Brown Brothers Harriman & Co
New York
$39K
ASBI
197
American State Bank (Iowa)
Iowa
$32.8K
FF
198
FourThought Financial
Florida
$32K
MA
199
MCF Advisors
Kentucky
$32K
CTC
200
Central Trust Company
Missouri
$32K +$35.2K +334 New

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.