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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

219 hedge funds and large institutions have $458M invested in First Trust Health Care AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 92 reducing their positions, and 35 closing their positions.

Holders
219
Holders Change
-25
Holders Change %
-10.25%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
42
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rockport Wealth
Ohio
$15.7M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$12.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.32M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$3.21M
5
PWA
5
PCG Wealth Advisors
Kansas
$1.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$38.1M
2
PCH
2
PGIM Custom Harvest
New Jersey
$6.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
LPL Financial
4
LPL Financial
California
$32M
5
Ameriprise
5
Ameriprise
Minnesota
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$869K 8,382 -4,124 -33%
LSPW
52
Lake Street Private Wealth
Illinois
$856K 8,260 -160 -2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$825K 7,954 -686 -8%
MA
54
Mutual Advisors
Nebraska
$810K 7,916 -600 -7%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$767K 7,396 -3,644 -33%
BEI
56
Benjamin Edwards Inc
Missouri
$764K 7,372 -46 -0.6%
NA
57
NewEdge Advisors
Louisiana
$763K 7,358 -522 -7%
CPA
58
Cathy Pareto & Associates
Florida
$736K 7,099 -654 -8%
JCM
59
Jacobi Capital Management
Pennsylvania
$735K 7,088 +3 +0%
HW
60
Hancock Whitney
Mississippi
$726K 7,000 – –
PFS
61
Prospera Financial Services
Texas
$721K 6,942 -311 -4%
SFA
62
Sequoia Financial Advisors
Ohio
$697K 6,724 +420 +7%
MCM
63
MAI Capital Management
Ohio
$696K 6,715 -15 -0.2%
FPGK
64
Financial Partners Group (Kansas)
Kansas
$659K 6,358 +1 +0%
WP
65
WealthPLAN Partners
Nebraska
$654K 6,309 +172 +3%
RIA
66
Regal Investment Advisors
Michigan
$641K 6,180 – –
SWP
67
Stratos Wealth Partners
Ohio
$637K 6,143 -617 -9%
LFAS
68
Level Four Advisory Services
Texas
$636K 6,135 -353 -5%
SI
69
Stephens Inc
Arkansas
$635K 6,127 – –
SWAG
70
Spectrum Wealth Advisory Group
California
$598K 5,769 – –
Jane Street
71
Jane Street
New York
$597K 5,759 -4,586 -44%
AWAP
72
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$591K 5,697 -343 -6%
TWM
73
Tradition Wealth Management
Minnesota
$588K 5,675 +3 +0.1%
IAN
74
Integrated Advisors Network
Texas
$578K 5,576 -2,445 -30%
AWA
75
Arkadios Wealth Advisors
Georgia
$573K 5,528 -29 -0.5%
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3
4 5