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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
US Bancorp
201
US Bancorp
Minnesota
$30K -$421 -4 -1%
BCWM
202
Bartlett & Co Wealth Management
Ohio
$29.2K
BC
203
Bartlett & Co
Ohio
$29K
AWM
204
Activest Wealth Management
Florida
$29K +$31.1K +295 New
OPW
205
Oxler Private Wealth
New York
$28.7K +$31.6K +300 New
WT
206
Washington Trust
Rhode Island
$27K
SIC
207
Salem Investment Counselors
North Carolina
$26K
AF
208
Advisornet Financial
Minnesota
$24K
CIAS
209
Capital Investment Advisory Services
North Carolina
$24K
WFA
210
Wipfli Financial Advisors
Wisconsin
$22K +$23.5K +223 New
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.4K
TAM
212
Tucker Asset Management
Colorado
$18.4K +$316 +3 +2%
CCM
213
Covington Capital Management
California
$18K -$2.84K -27 -13%
ADL
214
Asset Dedication LLC
California
$17K -$1.16K -11 -6%
AIP
215
Ameritas Investment Partners
Nebraska
$17K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$17K
LWA
217
Lowe Wealth Advisors
Maryland
$16K
NFSG
218
Newbridge Financial Services Group
Florida
$16K
AWM
219
Avior Wealth Management
Nebraska
$16K +$18.3K +174 New
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$15K -$30.3K -288 -66%
HWM
221
HighMark Wealth Management
Minnesota
$15K
TCOV
222
Trust Company of Vermont
Vermont
$15K
HF
223
Halpern Financial
Virginia
$14.6K
APW
224
Axim Planning & Wealth
Ohio
$14K
HGERS
225
Householder Group Estate & Retirement Specialist
Arizona
$14K +$15.9K +151 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.