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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 %
Stifel Financial
26
Stifel Financial
Missouri
$2.36M -$165K -1,591 -7%
FAC
27
Financial Advisory Corporation
Michigan
$2.29M -$182K -1,759 -7%
Truist Financial
28
Truist Financial
North Carolina
$2.21M -$584K -5,634 -21%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$2.11M -$20K -193 -0.9%
AAS
30
Avantax Advisory Services
Texas
$2.11M -$205K -1,976 -9%
CI
31
CX Institutional
Indiana
$1.94M +$1.94M +18,740 New
SWM
32
Spire Wealth Management
Virginia
$1.92M -$20.6K -199 -1%
MP
33
Moment Partners
California
$1.64M -$17.2K -166 -1%
MQWP
34
Morey & Quinn Wealth Partners
Nebraska
$1.62M +$7.05K +68 +0.4%
SFS
35
Security Financial Services
Indiana
$1.56M – – –
SPWM
36
Schrum Private Wealth Management
Florida
$1.55M -$20.7K -200 -1%
PCG
37
Prosperity Consulting Group
Maryland
$1.53M -$3.42K -33 -0.2%
GSWM
38
Golden State Wealth Management
California
$1.52M -$89.3K -862 -6%
GWM
39
Geneos Wealth Management
Colorado
$1.51M +$1.06M +10,275 +241%
SB
40
Strategic Blueprint
Georgia
$1.41M +$101K +972 +8%
VCM
41
Virtue Capital Management
Tennessee
$1.4M +$1.4M +13,564 New
MML Investors Services
42
MML Investors Services
Massachusetts
$1.39M +$563K +5,435 +68%
KAS
43
Kestra Advisory Services
Texas
$1.36M -$11K -106 -0.8%
IA
44
IFP Advisors
Florida
$1.3M -$414K -3,993 -24%
AWS
45
Atria Wealth Solutions
New York
$1.26M -$27.7K -267 -2%
WWM
46
Wagner Wealth Management
South Carolina
$1.2M +$4.56K +44 +0.4%
AF
47
Apollon Financial
South Carolina
$1.15M -$107K -1,035 -9%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.14M -$28.8K -278 -2%
Jane Street
49
Jane Street
New York
$1.07M -$1.12M -10,780 -51%
Citadel Advisors
50
Citadel Advisors
Florida
$1.02M -$755K -7,292 -43%
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