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First Trust Health Care AlphaDEX Fund
FXH

223 hedge funds and large institutions have $460M 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, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% less ownership

Funds ownership: 51.23% → 50.66% (-0.57%)

7% less capital invested

Capital invested by funds: $494M → $460M (-$34M)

10% less funds holding

Funds holding: 247 → 223 (-24)

55% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 94

63% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
223
Holders Change
-24
Holders Change %
-9.72%
% 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
94
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RW
Rockport Wealth
Ohio
+$15.2M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$6.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$2.65M
5
PWA
PCG Wealth Advisors
Kansas
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$12.6M
2
PCH
PGIM Custom Harvest
New Jersey
-$10.2M
3
Morgan Stanley
Morgan Stanley
New York
-$9.54M
4
LPL Financial
LPL Financial
California
-$2.69M
5
Ameriprise
Ameriprise
Minnesota
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$3.21M +$2.65M +26,370 +571%
WA
27
Waverly Advisors
Alabama
$2.92M -$7.94K -79 -0.3%
SPIA
28
Steward Partners Investment Advisory
New York
$2.21M -$461K -4,590 -18%
FAC
29
Financial Advisory Corporation
Michigan
$2.15M -$133K -1,323 -6%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.12M – – –
Truist Financial
31
Truist Financial
North Carolina
$2.1M -$113K -1,121 -5%
FFA
32
Farther Finance Advisors
California
$1.76M +$766K +7,621 +82%
AAS
33
Avantax Advisory Services
Texas
$1.75M -$348K -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 +$134K +1,330 +10%
PCG
37
Prosperity Consulting Group
Maryland
$1.51M -$14K -139 -0.9%
GSWM
38
Golden State Wealth Management
California
$1.49M -$31.3K -312 -2%
KAS
39
Kestra Advisory Services
Texas
$1.47M +$111K +1,109 +8%
PWA
40
PCG Wealth Advisors
Kansas
$1.4M +$1.1M +10,948 +434%
MQWP
41
Morey & Quinn Wealth Partners
Nebraska
$1.38M -$239K -2,383 -15%
SB
42
Strategic Blueprint
Georgia
$1.37M -$40.2K -400 -3%
AWS
43
Atria Wealth Solutions
New York
$1.23M -$24.7K -246 -2%
AF
44
Apollon Financial
South Carolina
$1.13M -$24.6K -245 -2%
WWMSC
45
Wagner Wealth Management (South Carolina)
South Carolina
$1.13M -$74.2K -739 -6%
SA
46
Sanctuary Advisors
Indiana
$1.08M +$304K +3,030 +41%
CI
47
CX Institutional
Indiana
$1.05M -$866K -8,617 -46%
BPA
48
Beacon Pointe Advisors
California
$980K -$32.1K -320 -3%
FHC
49
First Heartland Consultants
Missouri
$963K +$6.43K +64 +0.7%
QCM
50
Quantinno Capital Management
New York
$943K -$8.84K -88 -1%
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FXH Hedge Fund Activity: Q2 2025 in Review

223 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2025, worth a combined $460M — down 6.9% from $494M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of FXH and 14 opened new positions — a net loss of 24 holders — while 94 trimmed existing stakes and 42 added.

The largest buyer was Rockport Wealth, opening a new position worth an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $12.6M.

  • 223 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2025, down from 247 in Q1 2025.
  • Funds reported $460M of First Trust Health Care AlphaDEX Fund stock for Q2 2025, down 6.9% quarter-over-quarter.
  • 14 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2025 and 38 closed out, a net change of -24 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2025 was Rockport Wealth, an estimated $15.2M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2025 was Wells Fargo, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.