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First Trust Health Care AlphaDEX Fund

244 hedge funds and large institutions have $492M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
BPA
51
Beacon Pointe Advisors
California
$1.01M
FFA
52
Farther Finance Advisors
California
$958K
FHC
53
First Heartland Consultants
Missouri
$955K
QCM
54
Quantinno Capital Management
New York
$952K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$895K
Two Sigma Investments
56
Two Sigma Investments
New York
$891K
LSPW
57
Lake Street Private Wealth
Illinois
$872K
EF
58
Empowered Funds
Pennsylvania
$871K
MA
59
Mutual Advisors
Nebraska
$841K
IAN
60
Integrated Advisors Network
Texas
$831K
NA
61
NewEdge Advisors
Louisiana
$816K
CPA
62
Cathy Pareto & Associates
Florida
$803K
BEI
63
Benjamin Edwards Inc
Missouri
$769K
TSS
64
Two Sigma Securities
New York
$757K
PFS
65
Prospera Financial Services
Texas
$752K
JCM
66
Jacobi Capital Management
Pennsylvania
$734K
HW
67
Hancock Whitney
Mississippi
$725K
SWP
68
Stratos Wealth Partners
Ohio
$700K
HWM
69
HB Wealth Management
Georgia
$698K
MCM
70
MAI Capital Management
Ohio
$697K
RA
71
RFG Advisory
Alabama
$684K
LFAS
72
Level Four Advisory Services
Texas
$672K
FPGK
73
Financial Partners Group (Kansas)
Kansas
$659K
SFA
74
Sequoia Financial Advisors
Ohio
$653K
RIA
75
Regal Investment Advisors
Michigan
$640K