FXH icon

First Trust Health Care AlphaDEX Fund

223 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

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
223
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 Sellers

1 -$13M
2 -$10.5M
3 -$9.85M
4
LPL Financial
LPL Financial
California
-$2.78M
5
Ameriprise
Ameriprise
Minnesota
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$3.21M
WA
27
Waverly Advisors
Alabama
$2.92M
SPIA
28
Steward Partners Investment Advisory
New York
$2.21M
FAC
29
Financial Advisory Corporation
Michigan
$2.15M
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$2.12M
Truist Financial
31
Truist Financial
North Carolina
$2.1M
FFA
32
Farther Finance Advisors
California
$1.76M
AAS
33
Avantax Advisory Services
Texas
$1.75M
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
PCG
37
Prosperity Consulting Group
Maryland
$1.51M
GSWM
38
Golden State Wealth Management
California
$1.49M
KAS
39
Kestra Advisory Services
Texas
$1.47M
PWA
40
PCG Wealth Advisors
Kansas
$1.4M
MQWP
41
Morey & Quinn Wealth Partners
Nebraska
$1.38M
SB
42
Strategic Blueprint
Georgia
$1.37M
AWS
43
Atria Wealth Solutions
New York
$1.23M
AF
44
Apollon Financial
South Carolina
$1.13M
WWM
45
Wagner Wealth Management
South Carolina
$1.13M
CI
46
CX Institutional
Indiana
$1.05M
BPA
47
Beacon Pointe Advisors
California
$980K
FHC
48
First Heartland Consultants
Missouri
$963K
QCM
49
Quantinno Capital Management
New York
$943K
GWM
50
Geneos Wealth Management
Colorado
$940K