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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

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
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% 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
40
Reduced
99
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
SFI Advisors
New Jersey
+$3.75M
2
Ameriprise
Ameriprise
Minnesota
+$3.56M
3
CI
CX Institutional
Indiana
+$1.94M
4
VCM
Virtue Capital Management
Tennessee
+$1.4M
5
GWM
Geneos Wealth Management
Colorado
+$1.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$19.3M
2
Wells Fargo
Wells Fargo
California
-$10.2M
3
LPL Financial
LPL Financial
California
-$4.07M
4
Goldman Sachs
Goldman Sachs
New York
-$3.9M
5
IAA
Independent Advisor Alliance
North Carolina
-$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$4.77K +46 New
SAM
232
Smartleaf Asset Management
Massachusetts
$4.54K – – –
SL
233
Salomon & Ludwin
Virginia
$4.14K – – –
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$4.14K +$4.14K +40 New
PS
235
Principal Securities
Iowa
$3.75K – – –
LC
236
Luminist Capital
Michigan
$3.5K – – –
S
237
SignatureFD
Georgia
$3.32K – – –
WP
238
WealthShield Partners
North Carolina
$3K +$3K +29 New
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 +$414 +4 New
IAA
245
Independent Advisor Alliance
North Carolina
– -$3.75M -36,045 Closed
BCP
246
Blackhawk Capital Partners
Wisconsin
– -$899K -8,629 Closed
WIA
247
World Investment Advisors
California
– -$824K -7,914 Closed
GVAG
248
Great Valley Advisor Group
Delaware
– -$456K -4,382 Closed
NW
249
NewEdge Wealth
Pennsylvania
– -$424K -4,072 Closed
AWM
250
Apollon Wealth Management
South Carolina
– -$325K -3,117 Closed
7 8 9
10
11