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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $458M invested in First Trust Health Care AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 92 reducing their positions, and 35 closing their positions.

Holders
219
Holders Change
-25
Holders Change %
-10.25%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
92
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M 1,009,987 -95,002 -9%
Wells Fargo
2
Wells Fargo
California
$38.1M 367,188 -125,248 -25%
LPL Financial
3
LPL Financial
California
$32M 308,278 -26,781 -8%
Bank of America
4
Bank of America
North Carolina
$26.8M 258,181 -16,471 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$26.4M 254,954 -14,908 -6%
UBS Group
6
UBS Group
Switzerland
$17.1M 165,401 -6,832 -4%
RW
7
Rockport Wealth
Ohio
$15.7M 151,419 +151,419 New
VAS
8
Vestmark Advisory Solutions
Massachusetts
$12.9M 124,184 +64,914 +110%
Goldman Sachs
9
Goldman Sachs
New York
$12.5M 120,819 -3,145 -3%
Ameriprise
10
Ameriprise
Minnesota
$10.5M 101,161 -26,426 -21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.67M 93,216 -2,101 -2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$7.73M 74,527 -856 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.86M 65,934 +1,258 +2%
PCH
14
PGIM Custom Harvest
New Jersey
$6.19M 59,735 -101,492 -63%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.11M 58,881 -1,779 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$5.68M 54,803 -9,310 -15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.14M 49,532 -333 -0.7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.87M 47,006 +1,911 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$4.32M 41,658 +31,827 +324%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.66M 35,274 -1,134 -3%
SA
21
SFI Advisors
New Jersey
$3.57M 34,445 -1,768 -5%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.5M 33,715 +2,097 +7%
HFP
23
Holistic Financial Partners
Indiana
$3.45M 33,277 -10,294 -24%
PAG
24
Private Advisor Group
New Jersey
$3.41M 32,877 +2,212 +7%
Stifel Financial
25
Stifel Financial
Missouri
$3.41M 32,875 +10,127 +45%