We are live on ! Find out more
FXH icon

First Trust Health Care AlphaDEX Fund
FXH

247 hedge funds and large institutions have $494M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.1% more ownership

Funds ownership: 51.13% → 51.23% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 252 → 247 (-5)

48% less capital invested

Capital invested by funds: $947M → $494M (-$454M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 100

Holders
247
Holders Change
-5
Holders Change %
-1.98%
% 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
42
Reduced
100
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
SFI Advisors
New Jersey
+$3.88M
2
Ameriprise
Ameriprise
Minnesota
+$3.68M
3
CI
CX Institutional
Indiana
+$2.01M
4
VCM
Virtue Capital Management
Tennessee
+$1.45M
5
GWM
Geneos Wealth Management
Colorado
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$20M
2
Wells Fargo
Wells Fargo
California
-$10.6M
3
LPL Financial
LPL Financial
California
-$4.21M
4
Goldman Sachs
Goldman Sachs
New York
-$4.03M
5
UBS Group
UBS Group
Switzerland
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
251
Great Valley Advisor Group
Delaware
– -$456K -4,382 Closed
NW
252
NewEdge Wealth
Pennsylvania
– -$424K -4,072 Closed
AWM
253
Apollon Wealth Management
South Carolina
– -$325K -3,117 Closed
FPWM
254
FSB Premier Wealth Management
Iowa
– -$315K -3,027 Closed
HAS
255
HBW Advisory Services
California
– -$232K -2,232 Closed
PCS
256
Private Client Services
Kentucky
– -$228K -2,186 Closed
PFA
257
Pinnacle Family Advisors
Missouri
– -$227K -2,177 Closed
PIAS
258
PCA Investment Advisory Services
Ohio
– -$223K -2,142 Closed
DWA
259
Delos Wealth Advisors
Texas
– -$172K -1,648 Closed
CFGS
260
Concourse Financial Group Securities
Alabama
– -$108K -984 Closed
TAM
261
Tucker Asset Management
Colorado
– -$73.9K -710 Closed
SIM
262
Synergy Investment Management
Florida
– -$56.2K -540 Closed
WT
263
Washington Trust
Rhode Island
– -$28.9K -278 Closed
LDB
264
Lee, Danner & Bass
Tennessee
– -$20.8K -200 Closed
AWM
265
Avior Wealth Management
Nebraska
– -$12.9K -124 Closed
7 8 9 10
11

FXH Hedge Fund Activity: Q1 2025 in Review

247 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2025, worth a combined $494M — down 48% from $947M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FXH positions and 18 closed out — a net gain of 1 holder — while 42 added to existing stakes and 100 trimmed.

The largest buyer was SFI Advisors, opening a new position worth an estimated $3.88M. The largest seller was Morgan Stanley, cutting an estimated $20M.

  • 247 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2025, down from 252 in Q4 2024.
  • Funds reported $494M of First Trust Health Care AlphaDEX Fund stock for Q1 2025, down 48% quarter-over-quarter.
  • 19 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2025 and 18 closed out, a net change of +1 holder.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2025 was SFI Advisors, an estimated $3.88M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2025.