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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $443M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

0% more funds holding

Funds holding: 238238 (0)

1.97% less ownership

Funds ownership: 54.28%52.32% (-2%)

13% less capital invested

Capital invested by funds: $509M → $443M (-$65.6M)

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Triumph Capital Management
Colorado
$3.4K
WP
227
WealthShield Partners
North Carolina
$3.18K
AC
228
AlphaCore Capital
California
$2.52K +$2.61K +23 New
DFA
229
DHJJ Financial Advisors
Illinois
$2.24K
LFG
230
Larson Financial Group
Missouri
$2.17K
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$1.54K
SEP
232
Signature Equity Partners
Ohio
$1.54K
ACA
233
Aptus Capital Advisors
Alabama
$1.32K
GWANC
234
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.32K +$1.36K +12 New
KCM
235
Key Capital Management
Tennessee
$878 +$907 +8 New
DF
236
Dunhill Financial
United Kingdom
$548 +$567 +5 New
Allspring Global Investments
237
Allspring Global Investments
North Carolina
$331
TFA
238
Transamerica Financial Advisors
Florida
$186 -$113 -1 -50%
VAS
239
Vestmark Advisory Solutions
Massachusetts
-$6.69M -58,819 Closed
Two Sigma Investments
240
Two Sigma Investments
New York
-$2.56M -22,500 Closed
NA
241
Navellier & Associates
Nevada
-$1.53M -13,429 Closed
JIP
242
Jaffetilchin Investment Partners
Florida
-$456K -4,005 Closed
CAS
243
Coppell Advisory Solutions
Texas
-$399K -3,468 Closed
SG
244
StoneX Group
New York
-$269K -2,365 Closed
BWP
245
Balboa Wealth Partners
Arizona
-$252K -2,218 Closed
IAN
246
Integrated Advisors Network
Texas
-$212K -1,862 Closed
BCM
247
Brookstone Capital Management
Illinois
-$203K -1,787 Closed
OBWG
248
Onyx Bridge Wealth Group
New York
-$202K -1,772 Closed
BRWA
249
B. Riley Wealth Advisors
Florida
-$201K -1,770 Closed
FHA
250
Flagship Harbor Advisors
Massachusetts
-$123K -1,084 Closed

FXH Hedge Fund Activity: Q1 2026 in Review

238 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2026, worth a combined $443M — down 13% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 59 added to existing stakes and 86 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $443M of First Trust Health Care AlphaDEX Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2026 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2026 was Susquehanna International Group, an estimated $2.76M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2026.