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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

2% more capital invested

Capital invested by funds: $460M → $469M (+$9.51M)

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 223219 (-4)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 86

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.64M -$727K -6,933 -22%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.24M -$2.52K -24 -0.1%
FAC
28
Financial Advisory Corporation
Michigan
$2.23M -$51.3K -489 -2%
SPIA
29
Steward Partners Investment Advisory
New York
$2.16M -$168K -1,600 -8%
Stifel Financial
30
Stifel Financial
Missouri
$2.12M -$1.42M -13,508 -41%
KWA
31
Kingswood Wealth Advisors
California
$2.08M +$1.73M +16,515 +676%
NA
32
Navellier & Associates
Nevada
$2.04M +$1.95M +18,614 New
Truist Financial
33
Truist Financial
North Carolina
$2.01M -$197K -1,882 -9%
FFA
34
Farther Finance Advisors
California
$1.96M +$97.3K +928 +5%
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 +$23.2K +221 +2%
PCG
38
Prosperity Consulting Group
Maryland
$1.56M -$37.1K -354 -2%
QCM
39
Quantinno Capital Management
New York
$1.53M +$511K +4,872 +54%
PWA
40
PCG Wealth Advisors
Kansas
$1.47M -$10.6K -101 -0.7%
GSWM
41
Golden State Wealth Management
California
$1.45M -$119K -1,134 -8%
SWGC
42
Summit Wealth Group (Colorado)
Colorado
$1.42M -$55.6K -530 -22%
MQWP
43
Morey & Quinn Wealth Partners
Nebraska
$1.36M -$95.9K -915 -7%
SA
44
Sanctuary Advisors
Indiana
$1.34M +$186K +1,773 +17%
CI
45
CX Institutional
Indiana
$1.34M +$219K +2,085 +21%
WWMSC
46
Wagner Wealth Management (South Carolina)
South Carolina
$1.19M -$2.73K -26 -0.2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.13M +$475K +4,532 +78%
AF
48
Apollon Financial
South Carolina
$1.05M -$141K -1,342 -12%
FHC
49
First Heartland Consultants
Missouri
$1.03M +$14.1K +134 +1%
GWM
50
Geneos Wealth Management
Colorado
$995K