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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
59
Reduced
86
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
2
Jane Street
Jane Street
New York
+$1.77M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.72M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.44M
5
KWA
Kingswood Wealth Advisors
California
+$1.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.69M
3
Ameriprise
Ameriprise
Minnesota
-$4.63M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$3.99M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
26
Holistic Financial Partners
Indiana
$2.48M -$293K -2,583 -10%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.37M +$77.3K +682 +3%
FFA
28
Farther Finance Advisors
California
$2.34M +$427K +3,761 +22%
SPIA
29
Steward Partners Investment Advisory
New York
$2.26M +$163K +1,438 +7%
Truist Financial
30
Truist Financial
North Carolina
$2.16M +$11.2K +99 +0.5%
PAG
31
Private Advisor Group
New Jersey
$2.1M -$955K -8,417 -31%
FAC
32
Financial Advisory Corporation
Michigan
$2.08M -$139K -1,222 -6%
KAS
33
Kestra Advisory Services
Texas
$2.03M +$634K +5,592 +43%
AssetMark Inc
34
AssetMark Inc
California
$1.85M +$332K +2,927 +21%
SA
35
SFI Advisors
New Jersey
$1.75M -$1.86M -16,426 -51%
Jane Street
36
Jane Street
New York
$1.71M +$1.77M +15,606 New
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.67M +$1.72M +15,190 New
AWA
38
Arkadios Wealth Advisors
Georgia
$1.66M +$1.05M +9,217 +155%
SFS
39
Security Financial Services
Indiana
$1.66M – – –
PCG
40
Prosperity Consulting Group
Maryland
$1.57M -$12.7K -112 -0.8%
PWA
41
PCG Wealth Advisors
Kansas
$1.51M +$31.6K +279 +2%
PFS
42
Prospera Financial Services
Texas
$1.46M -$44.9K -396 -3%
QCM
43
Quantinno Capital Management
New York
$1.46M -$33.5K -295 -2%
SA
44
Sanctuary Advisors
Indiana
$1.41M +$87.8K +774 +6%
GSWM
45
Golden State Wealth Management
California
$1.34M -$41.7K -368 -3%
CI
46
CX Institutional
Indiana
$1.28M +$424K +3,738 +47%
MQWP
47
Morey & Quinn Wealth Partners
Nebraska
$1.26M -$7.14K -63 -0.5%
SPWM
48
Schrum Private Wealth Management
Florida
$1.25M – – –
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$1.17M -$454 -4 -0%
OFS
50
OneAscent Financial Services
Alabama
$1.17M +$28.5K +251 +2%
1
2
3 4 5

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.