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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 %
FPWM
251
FSB Premier Wealth Management
Iowa
– -$315K -3,027 Closed
HAS
252
HBW Advisory Services
California
– -$232K -2,232 Closed
PCS
253
Private Client Services
Kentucky
– -$228K -2,186 Closed
PFA
254
Pinnacle Family Advisors
Missouri
– -$227K -2,177 Closed
PIAS
255
PCA Investment Advisory Services
Ohio
– -$223K -2,142 Closed
DWA
256
Delos Wealth Advisors
Texas
– -$172K -1,648 Closed
CFGS
257
Concourse Financial Group Securities
Alabama
– -$108K -984 Closed
SIM
258
Synergy Investment Management
Florida
– -$56.2K -540 Closed
WT
259
Washington Trust
Rhode Island
– -$28.9K -278 Closed
LDB
260
Lee, Danner & Bass
Tennessee
– -$20.8K -200 Closed
AWM
261
Avior Wealth Management
Nebraska
– -$12.9K -124 Closed
LOIP
262
Live Oak Investment Partners
Texas
– -$102K – –
7 8 9 10
11