First Trust Health Care AlphaDEX Fund
FXH
238 hedge funds and large institutions have $443M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 19 closing their positions.
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
0% more funds holding
Funds holding: 238 → 238 (0)
1.97% less ownership
Funds ownership: 54.28% → 52.32% (-2%)
13% less capital invested
Capital invested by funds: $509M → $443M (-$65.6M)
31% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 86
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.76M |
| 2 |
Jane Street
New York
|
+$1.77M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.72M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.44M |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$1.29M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$20.9M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$6.69M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.63M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$3.99M |
| 5 |
Two Sigma Investments
New York
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFS
251
Beacon Financial Strategies
Raleigh,
North Carolina
| – | -$17.1K | -150 | Closed |
|
|
LWANC
252
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$14.8K | -130 | Closed |
|
253
Simplex Trading
Chicago,
Illinois
| – | -$6.83K | -60 | Closed |
|
|
CTC
254
Central Trust Company
Jefferson City,
Missouri
| – | -$5.8K | -51 | Closed |
|
|
LC
255
Luminist Capital
Grand Rapids,
Michigan
| – | -$3.87K | -34 | Closed |
|
|
TRCT
256
Tower Research Capital (TRC)
New York
| – | -$455 | -4 | Closed |
|
|
LAS
257
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$228 | -2 | Closed |
|
FXH Hedge Fund Activity: Q1 2026 in Review
238 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2026, worth a combined $443M — down 13% from $509M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 59 added to existing stakes and 86 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.
- 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $443M of First Trust Health Care AlphaDEX Fund stock for Q1 2026, down 13% quarter-over-quarter.
- 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2026 and 19 closed out, a net change of +5 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2026 was Susquehanna International Group, an estimated $2.76M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2026.