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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.5M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$7.63M |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$5.6M |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$5.55M |
| 5 |
Goldman Sachs
New York
|
+$3.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.61M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.56M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.45M |
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.