First Trust Health Care AlphaDEX Fund
223 hedge funds and large institutions have $460M 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, 94 reducing their positions, and 38 closing their positions.
0.57% less ownership
Funds ownership: 51.23% → 50.66% (-0.57%)
7% less capital invested
Capital invested by funds: $494M → $460M (-$34M)
10% less funds holding
Funds holding: 247 → 223 (-24)
55% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 94
63% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 38
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$15.2M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$6.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.2M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$2.65M |
| 5 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.6M |
| 2 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
-$10.2M |
| 3 |
Morgan Stanley
New York
|
-$9.54M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.69M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.65M |
FXH Hedge Fund Activity: Q2 2025 in Review
223 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2025, worth a combined $460M — down 6.9% from $494M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of FXH and 14 opened new positions — a net loss of 24 holders — while 94 trimmed existing stakes and 42 added.
The largest buyer was Rockport Wealth, opening a new position worth an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $12.6M.
- 223 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2025, down from 247 in Q1 2025.
- Funds reported $460M of First Trust Health Care AlphaDEX Fund stock for Q2 2025, down 6.9% quarter-over-quarter.
- 14 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2025 and 38 closed out, a net change of -24 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2025 was Rockport Wealth, an estimated $15.2M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q2 2025 was Wells Fargo, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2025.