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First Trust Health Care AlphaDEX Fund

237 hedge funds and large institutions have $442M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
WP
226
WealthShield Partners
North Carolina
$3.18K
AC
227
AlphaCore Capital
California
$2.52K
DFA
228
DHJJ Financial Advisors
Illinois
$2.24K
LFG
229
Larson Financial Group
Missouri
$2.17K
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$1.54K
SEP
231
Signature Equity Partners
Ohio
$1.54K
ACA
232
Aptus Capital Advisors
Alabama
$1.32K
GWANC
233
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.32K
KCM
234
Key Capital Management
Tennessee
$878
DF
235
Dunhill Financial
United Kingdom
$548
Allspring Global Investments
236
Allspring Global Investments
North Carolina
$331
TFA
237
Transamerica Financial Advisors
Florida
$186
VAS
238
Vestmark Advisory Solutions
Massachusetts
Two Sigma Investments
239
Two Sigma Investments
New York
NA
240
Navellier & Associates
Nevada
JIP
241
Jaffetilchin Investment Partners
Florida
CAS
242
Coppell Advisory Solutions
Texas
SG
243
StoneX Group
New York
BWP
244
Balboa Wealth Partners
Arizona
IAN
245
Integrated Advisors Network
Texas
BCM
246
Brookstone Capital Management
Illinois
OBWG
247
Onyx Bridge Wealth Group
New York
BRWA
248
B. Riley Wealth Advisors
Florida
FHA
249
Flagship Harbor Advisors
Massachusetts
BFS
250
Beacon Financial Strategies
North Carolina