First Trust Health Care AlphaDEX Fund

FXH

Market cap $942M

214 hedge funds and large institutions have $464M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 84 reducing their positions, and 16 closing their positions.

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New

Increased

Maintained

Reduced

Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

43% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 84

Holders

214

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

Top Buyers

1		+$9.38M
2		+$5.97M
3		+$2.04M
4	KWA Kingswood Wealth Advisors San Diego, California	+$1.81M
5	Rockefeller Capital Management New York	+$962K

Top Sellers

1		-$9.18M
2		-$7.02M
3		-$3.84M
4	Ameriprise Minneapolis, Minnesota	-$2.16M
5	Morgan Stanley New York	-$1.91M

#	Name	Holding
26	26 Corient Private Wealth Miami, Florida	$2.64M
27	27 JP Morgan Chase New York	$2.24M
28	FAC 28 Financial Advisory Corporation Grand Rapids, Michigan	$2.23M
29	SPIA 29 Steward Partners Investment Advisory New York	$2.16M
30	30 Stifel Financial St. Louis, Missouri	$2.12M
31	KWA 31 Kingswood Wealth Advisors San Diego, California	$2.08M
32	NA 32 Navellier & Associates Reno, Nevada	$2.04M
33	33 Truist Financial Charlotte, North Carolina	$2.01M
34	FFA 34 Farther Finance Advisors San Francisco, California	$1.96M
35	SFS 35 Security Financial Services Fort Wayne, Indiana	$1.65M
36	SPWM 36 Schrum Private Wealth Management St. Augustine, Florida	$1.64M
37	KAS 37 Kestra Advisory Services Austin, Texas	$1.58M
38	PCG 38 Prosperity Consulting Group Owings Mills, Maryland	$1.56M
39	QCM 39 Quantinno Capital Management New York	$1.53M
40	PWA 40 PCG Wealth Advisors Overland Park, Kansas	$1.47M
41	GSWM 41 Golden State Wealth Management Santa Ana, California	$1.45M
42	MQWP 42 Morey & Quinn Wealth Partners Omaha, Nebraska	$1.36M
43	CI 43 CX Institutional Auburn, Indiana	$1.34M
44	WWM 44 Wagner Wealth Management Greenville, South Carolina	$1.19M
45	45 Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.13M
46	AF 46 Apollon Financial Mount Pleasant, South Carolina	$1.05M
47	FHC 47 First Heartland Consultants Lake St. Louis, Missouri	$1.03M
48	GWM 48 Geneos Wealth Management Englewood, Colorado	$995K
49	49 MML Investors Services Springfield, Massachusetts	$977K
50	50 Rockefeller Capital Management New York	$962K