First Trust Health Care AlphaDEX Fund
266 hedge funds and large institutions have $744M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 21 closing their positions.
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
1% more funds holding
Funds holding: 263 → 266 (+3)
4% more capital invested
Capital invested by funds: $712M → $744M (+$31.3M)
0.46% more ownership
Funds ownership: 55.65% → 56.11% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.16M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.99M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$2.91M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.42M |
| 2 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$3.51M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.25M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.64M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.25M |
FXH Hedge Fund Activity: Q1 2024 in Review
266 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2024, worth a combined $744M — up 4.4% from $712M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FXH positions and 21 closed out — a net gain of 8 holders — while 82 added to existing stakes and 92 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $6.27M. The largest seller was Osaic Holdings, cutting an estimated $6.42M.
- 266 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2024, up from 263 in Q4 2023.
- Funds reported $744M of First Trust Health Care AlphaDEX Fund stock for Q1 2024, up 4.4% quarter-over-quarter.
- 29 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2024 and 21 closed out, a net change of +8 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.27M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q1 2024 was Osaic Holdings, an estimated $6.42M sold.
Based on aggregated 13F filings for Q1 2024.