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First Trust Health Care AlphaDEX Fund

223 hedge funds and large institutions have $459M 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, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
223
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

Top Sellers

1 -$13M
2 -$10.5M
3 -$9.85M
4
LPL Financial
LPL Financial
California
-$2.78M
5
Ameriprise
Ameriprise
Minnesota
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$869K
LSPW
52
Lake Street Private Wealth
Illinois
$856K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$825K
MA
54
Mutual Advisors
Nebraska
$810K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$767K
BEI
56
Benjamin Edwards Inc
Missouri
$764K
NA
57
NewEdge Advisors
Louisiana
$763K
CPA
58
Cathy Pareto & Associates
Florida
$736K
JCM
59
Jacobi Capital Management
Pennsylvania
$735K
HW
60
Hancock Whitney
Mississippi
$726K
PFS
61
Prospera Financial Services
Texas
$721K
SFA
62
Sequoia Financial Advisors
Ohio
$697K
MCM
63
MAI Capital Management
Ohio
$696K
FPGK
64
Financial Partners Group (Kansas)
Kansas
$659K
WP
65
WealthPLAN Partners
Nebraska
$654K
RIA
66
Regal Investment Advisors
Michigan
$641K
SWP
67
Stratos Wealth Partners
Ohio
$637K
LFAS
68
Level Four Advisory Services
Texas
$636K
SI
69
Stephens Inc
Arkansas
$635K
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$603K
SWAG
71
Spectrum Wealth Advisory Group
California
$598K
Jane Street
72
Jane Street
New York
$597K
AWAP
73
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$591K
TWM
74
Tradition Wealth Management
Minnesota
$588K
IAN
75
Integrated Advisors Network
Texas
$578K