First Trust Health Care AlphaDEX Fund
FXH
239 hedge funds and large institutions have $791M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 24 closing their positions.
245% more call options, than puts
Call options by funds: $1.8M | Put options by funds: $521K
121% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 24
11% more funds holding
Funds holding: 216 → 239 (+23)
0% less capital invested
Capital invested by funds: $795M → $791M (-$3.24M)
1.24% less ownership
Funds ownership: 50.7% → 49.46% (-1.2%)
17% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 66
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.81M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.87M |
| 3 |
Goldman Sachs
New York
|
+$3.89M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.23M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10.2M |
| 3 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$8.23M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.44M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$7.25M |
FXH Hedge Fund Activity: Q4 2021 in Review
239 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2021, worth a combined $791M — down 0.41% from $795M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new FXH positions and 24 closed out — a net gain of 29 holders — while 55 added to existing stakes and 66 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.81M. The largest seller was Wells Fargo, cutting an estimated $10.8M.
- 239 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2021, up from 216 in Q3 2021.
- Funds reported $791M of First Trust Health Care AlphaDEX Fund stock for Q4 2021, down 0.41% quarter-over-quarter.
- 53 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2021 and 24 closed out, a net change of +29 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2021 was Morgan Stanley, an estimated $9.81M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2021.