First Trust Health Care AlphaDEX Fund
FXH
239 hedge funds and large institutions have $738M invested in First Trust Health Care AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 55 reducing their positions, and 18 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
38% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 55
3% more funds holding
Funds holding: 231 → 239 (+8)
3.45% more ownership
Funds ownership: 50.01% → 53.46% (+3.5%)
2% more capital invested
Capital invested by funds: $723M → $738M (+$15.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.6M |
| 2 |
Goldman Sachs
New York
|
+$11.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.99M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$5.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.89M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.52M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.12M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.03M |
FXH Hedge Fund Activity: Q2 2022 in Review
239 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2022, worth a combined $738M — up 2.1% from $723M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FXH positions and 18 closed out — a net gain of 12 holders — while 76 added to existing stakes and 55 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.6M. The largest seller was UBS Group, cutting an estimated $5.89M.
- 239 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2022, up from 231 in Q1 2022.
- Funds reported $738M of First Trust Health Care AlphaDEX Fund stock for Q2 2022, up 2.1% quarter-over-quarter.
- 30 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2022 and 18 closed out, a net change of +12 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2022 was Morgan Stanley, an estimated $19.6M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q2 2022 was UBS Group, an estimated $5.89M sold.
Based on aggregated 13F filings for Q2 2022.