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First Trust Health Care AlphaDEX Fund
FXH

238 hedge funds and large institutions have $443M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

0% more funds holding

Funds holding: 238 → 238 (0)

1.97% less ownership

Funds ownership: 54.28% → 52.32% (-2%)

13% less capital invested

Capital invested by funds: $509M → $443M (-$65.6M)

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
238
Holders Change
–
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
59
Reduced
86
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
2
Jane Street
Jane Street
New York
+$1.77M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.72M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.44M
5
KWA
Kingswood Wealth Advisors
California
+$1.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.69M
3
Ameriprise
Ameriprise
Minnesota
-$4.63M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$3.99M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$1.13M +$407K +3,585 +54%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.08M +$209K +1,840 +23%
BPA
53
Beacon Pointe Advisors
California
$1.02M +$116K +1,027 +12%
FHC
54
First Heartland Consultants
Missouri
$1.02M +$1.25K +11 +0.1%
AF
55
Apollon Financial
South Carolina
$998K -$22.7K -200 -2%
GWM
56
Geneos Wealth Management
Colorado
$975K -$170K -1,500 -14%
BEI
57
Benjamin Edwards Inc
Missouri
$948K +$165K +1,457 +20%
LSPW
58
Lake Street Private Wealth
Illinois
$898K +$24.9K +220 +3%
SWP
59
Stratos Wealth Partners
Ohio
$897K -$907 -8 -0.1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$860K +$48.8K +430 +6%
IA
61
IFP Advisors
Florida
$834K -$51.7K -456 -6%
HW
62
Hancock Whitney
Mississippi
$791K – – –
JCM
63
Jacobi Capital Management
Pennsylvania
$789K +$1.13K +10 +0.1%
MA
64
Mutual Advisors
Nebraska
$788K -$481K -4,242 -37%
KFAS
65
Keating Financial Advisory Services
Kansas
$777K +$15.2K +134 +2%
SFA
66
Sequoia Financial Advisors
Ohio
$744K +$5.78K +51 +0.8%
HWM
67
HB Wealth Management
Georgia
$740K – – –
AA
68
Advisory Advocates
Michigan
$735K – – –
Jones Financial Companies
69
Jones Financial Companies
Missouri
$722K +$40.1K +354 +5%
MCM
70
MAI Capital Management
Ohio
$683K -$74.3K -655 -10%
SI
71
Stephens Inc
Arkansas
$681K +$1.25K +11 +0.2%
US Bancorp
72
US Bancorp
Minnesota
$680K -$560K -4,941 -44%
RIA
73
Regal Investment Advisors
Michigan
$678K – – –
CPA
74
Cathy Pareto & Associates
Florida
$670K -$35.7K -315 -5%
GWP
75
Gateway Wealth Partners
Wisconsin
$645K +$350K +3,084 +110%
1 2
3
4 5

FXH Hedge Fund Activity: Q1 2026 in Review

238 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2026, worth a combined $443M — down 13% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 59 added to existing stakes and 86 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $443M of First Trust Health Care AlphaDEX Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2026 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2026 was Susquehanna International Group, an estimated $2.76M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2026.