First Trust Health Care AlphaDEX Fund
254 hedge funds and large institutions have $551M invested in First Trust Health Care AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 111 reducing their positions, and 29 closing their positions.
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less funds holding
Funds holding: 255 → 254 (-1)
1.51% less ownership
Funds ownership: 52.64% → 51.13% (-1.5%)
34% less capital inflows, than outflows
Capital inflows: $79.9M | Capital outflows: $122M
64% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.9M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.66M |
| 3 |
Goldman Sachs
New York
|
+$5.31M |
| 4 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.91M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$46.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.2M |
| 3 |
LPL Financial
San Diego,
California
|
-$7.41M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.15M |
| 5 |
AssetMark Inc
Concord,
California
|
-$3.3M |
FXH Hedge Fund Activity: Q4 2024 in Review
254 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2024, worth a combined $551M — down 18% from $674M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FXH positions and 29 closed out — a net gain of 3 holders — while 40 added to existing stakes and 111 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10.9M. The largest seller was Morgan Stanley, cutting an estimated $46.1M.
- 254 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2024, down from 255 in Q3 2024.
- Funds reported $551M of First Trust Health Care AlphaDEX Fund stock for Q4 2024, down 18% quarter-over-quarter.
- 32 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2024 and 29 closed out, a net change of +3 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2024 was Wells Fargo, an estimated $10.9M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2024 was Morgan Stanley, an estimated $46.1M sold.
Based on aggregated 13F filings for Q4 2024.