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First Trust Health Care AlphaDEX Fund

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.36M
FAC
27
Financial Advisory Corporation
Michigan
$2.29M
Truist Financial
28
Truist Financial
North Carolina
$2.21M
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$2.11M
AAS
30
Avantax Advisory Services
Texas
$2.11M
CI
31
CX Institutional
Indiana
$1.94M
SWM
32
Spire Wealth Management
Virginia
$1.92M
MP
33
Moment Partners
California
$1.64M
MQWP
34
Morey & Quinn Wealth Partners
Nebraska
$1.62M
SFS
35
Security Financial Services
Indiana
$1.56M
SPWM
36
Schrum Private Wealth Management
Florida
$1.55M
PCG
37
Prosperity Consulting Group
Maryland
$1.53M
GSWM
38
Golden State Wealth Management
California
$1.52M
GWM
39
Geneos Wealth Management
Colorado
$1.51M
SB
40
Strategic Blueprint
Georgia
$1.41M
VCM
41
Virtue Capital Management
Tennessee
$1.4M
MML Investors Services
42
MML Investors Services
Massachusetts
$1.39M
KAS
43
Kestra Advisory Services
Texas
$1.36M
IA
44
IFP Advisors
Florida
$1.3M
AWS
45
Atria Wealth Solutions
New York
$1.26M
WWM
46
Wagner Wealth Management
South Carolina
$1.2M
AF
47
Apollon Financial
South Carolina
$1.15M
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.14M
Jane Street
49
Jane Street
New York
$1.07M
Citadel Advisors
50
Citadel Advisors
Florida
$1.02M