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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $509M invested in First Trust Health Care AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

21% more call options, than puts

Call options by funds: $580K | Put options by funds: $478K

9% more funds holding

Funds holding: 219238 (+19)

8% more capital invested

Capital invested by funds: $469M → $509M (+$39.5M)

3.48% more ownership

Funds ownership: 50.8%54.28% (+3.5%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
80
Closed
16
Calls
$580K
Puts
$478K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Triumph Capital Management
Colorado
$3.53K +$3.51K +31 New
WP
227
WealthShield Partners
North Carolina
$3.3K
TAM
228
Tucker Asset Management
Colorado
$3.3K +$3.29K +29 New
CFB
229
Cullen/Frost Bankers
Texas
$2.96K +$2.95K +26 New
DFA
230
DHJJ Financial Advisors
Illinois
$2.31K
LFG
231
Larson Financial Group
Missouri
$2.25K
SEP
232
Signature Equity Partners
Ohio
$1.59K +$1.59K +14 New
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$1.59K
ACA
234
Aptus Capital Advisors
Alabama
$1.37K
TRCT
235
Tower Research Capital (TRC)
New York
$455 -$113 -1 -20%
Allspring Global Investments
236
Allspring Global Investments
North Carolina
$345 +$340 +3 New
LAS
237
Lloyd Advisory Services
Georgia
$228 +$227 +2 New
TFA
238
Transamerica Financial Advisors
Florida
$193
NMG
239
New Millennium Group
Utah
$4
Citadel Advisors
240
Citadel Advisors
Florida
-$4.33M -39,438 Closed
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
-$1.17M -10,347 Closed
FTUS
242
Flow Traders U.S.
New York
-$405K -3,690 Closed
HF
243
HRT Financial
New York
-$400K -3,652 Closed
Focus Partners Wealth
244
Focus Partners Wealth
Massachusetts
-$218K -2,300 Closed
PFA
245
Petra Financial Advisors
Colorado
-$218K -1,990 Closed
AFG
246
ABLE Financial Group
Arizona
-$203K -1,851 Closed
FFA
247
Founders Financial Alliance
North Carolina
-$55.2K -503 Closed
ASN
248
Advisory Services Network
Georgia
-$41.7K -380 Closed
GWSG
249
GPS Wealth Strategies Group
Colorado
-$24K -219 Closed
PTC
250
Private Trust Company
Ohio
-$23.9K -218 Closed