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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $509M invested in First Trust Health Care AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

21% more call options, than puts

Call options by funds: $580K | Put options by funds: $478K

9% more funds holding

Funds holding: 219238 (+19)

8% more capital invested

Capital invested by funds: $469M → $509M (+$39.5M)

3.48% more ownership

Funds ownership: 50.8%54.28% (+3.5%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
80
Closed
16
Calls
$580K
Puts
$478K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$3.13M -$451K -3,979 -13%
HFP
27
Holistic Financial Partners
Indiana
$2.87M -$891K -7,864 -24%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.56M +$2.55M +22,500 New
JP Morgan Chase
29
JP Morgan Chase
New York
$2.48M +$162K +1,430 +7%
KWA
30
Kingswood Wealth Advisors
California
$2.37M +$209K +1,840 +10%
FAC
31
Financial Advisory Corporation
Michigan
$2.3M -$11K -97 -0.5%
Truist Financial
32
Truist Financial
North Carolina
$2.23M +$136K +1,201 +7%
Stifel Financial
33
Stifel Financial
Missouri
$2.19M -$17.5K -154 -0.8%
SPIA
34
Steward Partners Investment Advisory
New York
$2.18M -$57K -503 -3%
FFA
35
Farther Finance Advisors
California
$1.98M -$54.4K -480 -3%
SFS
36
Security Financial Services
Indiana
$1.72M
PCG
37
Prosperity Consulting Group
Maryland
$1.64M +$19.7K +174 +1%
AssetMark Inc
38
AssetMark Inc
California
$1.59M +$1.57M +13,851 +11,639%
PFS
39
Prospera Financial Services
Texas
$1.55M +$740K +6,534 +92%
QCM
40
Quantinno Capital Management
New York
$1.54M -$47.4K -418 -3%
PWA
41
PCG Wealth Advisors
Kansas
$1.53M +$9.52K +84 +0.6%
NA
42
Navellier & Associates
Nevada
$1.53M -$588K -5,185 -28%
KAS
43
Kestra Advisory Services
Texas
$1.47M -$174K -1,538 -11%
GSWM
44
Golden State Wealth Management
California
$1.44M -$70.7K -624 -5%
SA
45
Sanctuary Advisors
Indiana
$1.37M -$17.1K -151 -1%
MQWP
46
Morey & Quinn Wealth Partners
Nebraska
$1.31M -$97.7K -862 -7%
SPWM
47
Schrum Private Wealth Management
Florida
$1.3M -$397K -3,506 -23%
MA
48
Mutual Advisors
Nebraska
$1.3M +$432K +3,814 +50%
US Bancorp
49
US Bancorp
Minnesota
$1.27M +$1.22M +10,771 +2,959%
WWMSC
50
Wagner Wealth Management (South Carolina)
South Carolina
$1.21M -$25.6K -226 -2%