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First Trust Health Care AlphaDEX Fund

244 hedge funds and large institutions have $492M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
226
Nova Wealth Management
Florida
$6.32K
DPW
227
DiNuzzo Private Wealth
Pennsylvania
$5.91K
TIM
228
Tortoise Investment Management
New York
$5.91K
TCM
229
TD Capital Management
Tennessee
$5.23K
AIP
230
Ameritas Investment Partners
Nebraska
$5.18K
AAP
231
Arax Advisory Partners
Colorado
$4.77K
SAM
232
Smartleaf Asset Management
Massachusetts
$4.54K
SL
233
Salomon & Ludwin
Virginia
$4.14K
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$4.14K
PS
235
Principal Securities
Iowa
$3.75K
LC
236
Luminist Capital
Michigan
$3.5K
S
237
SignatureFD
Georgia
$3.31K
WP
238
WealthShield Partners
North Carolina
$3K
DFA
239
DHJJ Financial Advisors
Illinois
$2.09K
LFG
240
Larson Financial Group
Missouri
$2.03K
ACA
241
Aptus Capital Advisors
Alabama
$1.24K
GWANC
242
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24K
TFA
243
Transamerica Financial Advisors
Florida
$1K
TRCT
244
Tower Research Capital (TRC)
New York
$414
IAA
245
Independent Advisor Alliance
North Carolina
BCP
246
Blackhawk Capital Partners
Wisconsin
WIA
247
World Investment Advisors
California
GVAG
248
Great Valley Advisor Group
Delaware
NW
249
NewEdge Wealth
Pennsylvania
AWM
250
Apollon Wealth Management
South Carolina