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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

219 hedge funds and large institutions have $458M invested in First Trust Health Care AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 92 reducing their positions, and 35 closing their positions.

Holders
219
Holders Change
-25
Holders Change %
-10.25%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
42
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rockport Wealth
Ohio
$15.7M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$12.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.32M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$3.21M
5
PWA
5
PCG Wealth Advisors
Kansas
$1.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$38.1M
2
PCH
2
PGIM Custom Harvest
New Jersey
$6.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
LPL Financial
4
LPL Financial
California
$32M
5
Ameriprise
5
Ameriprise
Minnesota
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$3.21M 30,990 +26,370 +571%
WA
27
Waverly Advisors
Alabama
$2.92M 28,198 -79 -0.3%
SPIA
28
Steward Partners Investment Advisory
New York
$2.21M 21,283 -4,590 -18%
FAC
29
Financial Advisory Corporation
Michigan
$2.15M 20,779 -1,323 -6%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$2.12M 20,414 – –
Truist Financial
31
Truist Financial
North Carolina
$2.1M 20,236 -1,121 -5%
FFA
32
Farther Finance Advisors
California
$1.76M 16,944 +7,621 +82%
AAS
33
Avantax Advisory Services
Texas
$1.75M 16,892 -3,460 -17%
SFS
34
Security Financial Services
Indiana
$1.56M 15,079 – –
SPWM
35
Schrum Private Wealth Management
Florida
$1.55M 14,938 – –
MML Investors Services
36
MML Investors Services
Massachusetts
$1.53M 14,723 +1,330 +10%
PCG
37
Prosperity Consulting Group
Maryland
$1.51M 14,597 -139 -0.9%
GSWM
38
Golden State Wealth Management
California
$1.49M 14,377 -312 -2%
KAS
39
Kestra Advisory Services
Texas
$1.47M 14,191 +1,109 +8%
PWA
40
PCG Wealth Advisors
Kansas
$1.4M 13,473 +10,948 +434%
MQWP
41
Morey & Quinn Wealth Partners
Nebraska
$1.38M 13,298 -2,383 -15%
SB
42
Strategic Blueprint
Georgia
$1.37M 13,176 -400 -3%
AWS
43
Atria Wealth Solutions
New York
$1.23M 11,929 -246 -2%
AF
44
Apollon Financial
South Carolina
$1.13M 10,895 -245 -2%
WWM
45
Wagner Wealth Management
South Carolina
$1.13M 10,885 -739 -6%
CI
46
CX Institutional
Indiana
$1.05M 10,123 -8,617 -46%
BPA
47
Beacon Pointe Advisors
California
$980K 9,452 -320 -3%
FHC
48
First Heartland Consultants
Missouri
$963K 9,286 +64 +0.7%
QCM
49
Quantinno Capital Management
New York
$943K 9,099 -88 -1%
GWM
50
Geneos Wealth Management
Colorado
$940K 9,069 -5,473 -38%
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