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First Trust Health Care AlphaDEX Fund
FXH

247 hedge funds and large institutions have $494M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.1% more ownership

Funds ownership: 51.13% → 51.23% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 252 → 247 (-5)

48% less capital invested

Capital invested by funds: $947M → $494M (-$454M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 100

Holders
247
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
42
Reduced
100
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
SFI Advisors
New Jersey
+$3.88M
2
Ameriprise
Ameriprise
Minnesota
+$3.68M
3
CI
CX Institutional
Indiana
+$2.01M
4
VCM
Virtue Capital Management
Tennessee
+$1.45M
5
GWM
Geneos Wealth Management
Colorado
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$20M
2
Wells Fargo
Wells Fargo
California
-$10.6M
3
LPL Financial
LPL Financial
California
-$4.21M
4
Goldman Sachs
Goldman Sachs
New York
-$4.03M
5
UBS Group
UBS Group
Switzerland
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
226
Global Financial Private Client
Florida
$8.91K – – –
T
227
Transce3nd
Texas
$7.25K +$535 +5 +8%
AA
228
Ancora Advisors
Ohio
$7.04K – – –
NWM
229
Nova Wealth Management
Florida
$6.32K – – –
DPW
230
DiNuzzo Private Wealth
Pennsylvania
$5.91K – – –
TIM
231
Tortoise Investment Management
New York
$5.91K – – –
TCM
232
TD Capital Management
Tennessee
$5.23K – – –
AIP
233
Ameritas Investment Partners
Nebraska
$5.18K – – –
AAP
234
Arax Advisory Partners
Colorado
$4.77K +$4.93K +46 New
SAM
235
Smartleaf Asset Management
Massachusetts
$4.54K – – –
SL
236
Salomon & Ludwin
Virginia
$4.14K – – –
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$4.14K +$4.28K +40 New
PS
238
Principal Securities
Iowa
$3.75K – – –
LC
239
Luminist Capital
Michigan
$3.5K – – –
S
240
SignatureFD
Georgia
$3.31K – – –
WP
241
WealthShield Partners
North Carolina
$3K +$3.11K +29 New
DFA
242
DHJJ Financial Advisors
Illinois
$2.09K – – –
LFG
243
Larson Financial Group
Missouri
$2.03K – – –
ACA
244
Aptus Capital Advisors
Alabama
$1.24K – – –
GWANC
245
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24K – – –
TFA
246
Transamerica Financial Advisors
Florida
$1K – – –
TRCT
247
Tower Research Capital (TRC)
New York
$414 +$428 +4 New
IAA
248
Independent Advisor Alliance
North Carolina
– -$3.75M -36,045 Closed
BCP
249
Blackhawk Capital Partners
Wisconsin
– -$899K -8,629 Closed
WIA
250
World Investment Advisors
California
– -$824K -7,914 Closed
7 8 9
10
11

FXH Hedge Fund Activity: Q1 2025 in Review

247 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2025, worth a combined $494M — down 48% from $947M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FXH positions and 18 closed out — a net gain of 1 holder — while 42 added to existing stakes and 100 trimmed.

The largest buyer was SFI Advisors, opening a new position worth an estimated $3.88M. The largest seller was Morgan Stanley, cutting an estimated $20M.

  • 247 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2025, down from 252 in Q4 2024.
  • Funds reported $494M of First Trust Health Care AlphaDEX Fund stock for Q1 2025, down 48% quarter-over-quarter.
  • 19 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2025 and 18 closed out, a net change of +1 holder.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2025 was SFI Advisors, an estimated $3.88M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2025.