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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $469M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
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 -$8.78M
2 -$6.71M
3 -$3.68M
4
Ameriprise
Ameriprise
Minnesota
-$2.06M
5
Morgan Stanley
Morgan Stanley
New York
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.64M
JP Morgan Chase
27
JP Morgan Chase
New York
$2.24M
FAC
28
Financial Advisory Corporation
Michigan
$2.23M
SPIA
29
Steward Partners Investment Advisory
New York
$2.16M
Stifel Financial
30
Stifel Financial
Missouri
$2.12M
KWA
31
Kingswood Wealth Advisors
California
$2.08M
NA
32
Navellier & Associates
Nevada
$2.04M
Truist Financial
33
Truist Financial
North Carolina
$2.01M
FFA
34
Farther Finance Advisors
California
$1.96M
SFS
35
Security Financial Services
Indiana
$1.65M
SPWM
36
Schrum Private Wealth Management
Florida
$1.64M
KAS
37
Kestra Advisory Services
Texas
$1.58M
PCG
38
Prosperity Consulting Group
Maryland
$1.56M
QCM
39
Quantinno Capital Management
New York
$1.53M
PWA
40
PCG Wealth Advisors
Kansas
$1.47M
GSWM
41
Golden State Wealth Management
California
$1.45M
SWGC
42
Summit Wealth Group (Colorado)
Colorado
$1.42M
MQWP
43
Morey & Quinn Wealth Partners
Nebraska
$1.36M
SA
44
Sanctuary Advisors
Indiana
$1.34M
CI
45
CX Institutional
Indiana
$1.34M
WWMSC
46
Wagner Wealth Management (South Carolina)
South Carolina
$1.19M
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.13M
AF
48
Apollon Financial
South Carolina
$1.05M
FHC
49
First Heartland Consultants
Missouri
$1.03M
GWM
50
Geneos Wealth Management
Colorado
$995K