FXH icon

First Trust Health Care AlphaDEX Fund

221 hedge funds and large institutions have $459M 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, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
93
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$3.21M +$2.73M +26,370 +571%
WA
27
Waverly Advisors
Alabama
$2.92M -$8.19K -79 -0.3%
SPIA
28
Steward Partners Investment Advisory
New York
$2.21M -$476K -4,590 -18%
FAC
29
Financial Advisory Corporation
Michigan
$2.15M -$137K -1,323 -6%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$2.12M
Truist Financial
31
Truist Financial
North Carolina
$2.1M -$116K -1,121 -5%
FFA
32
Farther Finance Advisors
California
$1.76M +$790K +7,621 +82%
AAS
33
Avantax Advisory Services
Texas
$1.75M -$359K -3,460 -17%
SFS
34
Security Financial Services
Indiana
$1.56M
SPWM
35
Schrum Private Wealth Management
Florida
$1.55M
MML Investors Services
36
MML Investors Services
Massachusetts
$1.53M +$138K +1,330 +10%
PCG
37
Prosperity Consulting Group
Maryland
$1.51M -$14.4K -139 -0.9%
GSWM
38
Golden State Wealth Management
California
$1.49M -$32.3K -312 -2%
KAS
39
Kestra Advisory Services
Texas
$1.47M +$115K +1,109 +8%
PWA
40
PCG Wealth Advisors
Kansas
$1.4M +$1.14M +10,948 +434%
MQWP
41
Morey & Quinn Wealth Partners
Nebraska
$1.38M -$247K -2,383 -15%
SB
42
Strategic Blueprint
Georgia
$1.37M -$41.5K -400 -3%
AWS
43
Atria Wealth Solutions
New York
$1.23M -$25.4K -246 -2%
AF
44
Apollon Financial
South Carolina
$1.13M -$25.4K -245 -2%
WWM
45
Wagner Wealth Management
South Carolina
$1.13M -$76.6K -739 -6%
CI
46
CX Institutional
Indiana
$1.05M -$894K -8,617 -46%
BPA
47
Beacon Pointe Advisors
California
$980K -$33.2K -320 -3%
FHC
48
First Heartland Consultants
Missouri
$963K +$6.64K +64 +0.7%
QCM
49
Quantinno Capital Management
New York
$943K -$9.12K -88 -1%
GWM
50
Geneos Wealth Management
Colorado
$940K -$567K -5,473 -38%