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First Trust Health Care AlphaDEX Fund

237 hedge funds and large institutions have $442M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
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
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
26
Holistic Financial Partners
Indiana
$2.48M
JP Morgan Chase
27
JP Morgan Chase
New York
$2.37M
FFA
28
Farther Finance Advisors
California
$2.34M
SPIA
29
Steward Partners Investment Advisory
New York
$2.26M
Truist Financial
30
Truist Financial
North Carolina
$2.16M
PAG
31
Private Advisor Group
New Jersey
$2.1M
FAC
32
Financial Advisory Corporation
Michigan
$2.08M
KAS
33
Kestra Advisory Services
Texas
$2.03M
AssetMark Inc
34
AssetMark Inc
California
$1.85M
SA
35
SFI Advisors
New Jersey
$1.75M
Jane Street
36
Jane Street
New York
$1.71M
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.67M
AWA
38
Arkadios Wealth Advisors
Georgia
$1.66M
SFS
39
Security Financial Services
Indiana
$1.66M
PCG
40
Prosperity Consulting Group
Maryland
$1.57M
PWA
41
PCG Wealth Advisors
Kansas
$1.51M
PFS
42
Prospera Financial Services
Texas
$1.46M
QCM
43
Quantinno Capital Management
New York
$1.46M
SA
44
Sanctuary Advisors
Indiana
$1.41M
GSWM
45
Golden State Wealth Management
California
$1.34M
CI
46
CX Institutional
Indiana
$1.28M
MQWP
47
Morey & Quinn Wealth Partners
Nebraska
$1.26M
SPWM
48
Schrum Private Wealth Management
Florida
$1.25M
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$1.17M
OFS
50
OneAscent Financial Services
Alabama
$1.17M