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First Trust Health Care AlphaDEX Fund
FXH

256 hedge funds and large institutions have $911M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $891M → $911M (+$19.8M)

0.72% more ownership

Funds ownership: 57.51% → 58.23% (+0.72%)

0% more funds holding

Funds holding: 255 → 256 (+1)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

24% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 94

56% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $4.51M

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
71
Reduced
94
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$25.7M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$5.07M
3
Jane Street
Jane Street
New York
+$4.57M
4
CAS
Coppell Advisory Solutions
Texas
+$4.48M
5
MFG
Merit Financial Group
Georgia
+$4.3M

Top Sellers

1
LPL Financial
LPL Financial
California
-$8.9M
2
FAIM
Financial Advocates Investment Management
Washington
-$7.39M
3
Stifel Financial
Stifel Financial
Missouri
-$6.79M
4
WQ
Wealth Quarterback
New Jersey
-$4.76M
5
Wells Fargo
Wells Fargo
California
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
176
Cyndeo Wealth Partners
Florida
$231K – – –
AWA
177
Arete Wealth Advisors
Illinois
$229K +$226K +2,111 New
CW
178
CreativeOne Wealth
Kansas
$224K -$8.03K -75 -4%
GRP
179
Global Retirement Partners
California
$218K +$1.71K +16 +0.8%
CCA
180
Clearwater Capital Advisors
Illinois
$217K – – –
CIBC World Market
181
CIBC World Market
Ontario, Canada
$214K – – –
M1FG
182
Mach-1 Financial Group
Arkansas
$213K +$211K +1,970 New
IF
183
Intrua Financial
Texas
$212K – – –
BAM
184
Belpointe Asset Management
Nevada
$210K -$26K -243 -11%
TCA
185
Transcend Capital Advisors
New Jersey
$209K +$207K +1,931 New
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$206K -$1M -9,358 -83%
CF
187
Centaurus Financial
California
$205K -$270K -2,525 -57%
BA
188
Ballew Advisors
Mississippi
$201K +$200K +1,870 New
DWA
189
Delos Wealth Advisors
Texas
$178K – – –
AF
190
Allworth Financial
California
$176K -$79.6K -743 -31%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$167K -$50.9K -475 -24%
CTB
192
Country Trust Bank
Illinois
$148K – – –
HWA
193
HHM Wealth Advisors
Tennessee
$143K – – –
BEI
194
Benjamin Edwards Inc
Missouri
$125K -$80K -747 -39%
AP
195
Atwood & Palmer
Missouri
$118K – – –
TSWM
196
Tyler-Stone Wealth Management
Ohio
$114K +$113K +1,054 New
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$111K – – –
BWA
198
BDO Wealth Advisors
Florida
$110K – – –
CG
199
Cutler Group
California
$108K +$107K +1,000 New
LOIP
200
Live Oak Investment Partners
Texas
$106K – – –
6 7
8
9 10

FXH Hedge Fund Activity: Q2 2023 in Review

256 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2023, worth a combined $911M — up 2.2% from $891M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 71 added to existing stakes and 94 trimmed.

The largest buyer was J. Arnold Wealth Management, adding an estimated $25.7M. The largest seller was LPL Financial, cutting an estimated $8.9M.

  • 256 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2023, up from 255 in Q1 2023.
  • Funds reported $911M of First Trust Health Care AlphaDEX Fund stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2023 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2023 was J. Arnold Wealth Management, an estimated $25.7M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2023 was LPL Financial, an estimated $8.9M sold.

Based on aggregated 13F filings for Q2 2023.