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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $469M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $460M → $469M (+$9.51M)

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 223219 (-4)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 86

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$977K -$610K -5,818 -40%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$962K +$920K +8,776 New
BPA
53
Beacon Pointe Advisors
California
$910K -$121K -1,154 -12%
IA
54
IFP Advisors
Florida
$910K -$9.33K -89 -1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$906K +$31.8K +303 +4%
LSPW
56
Lake Street Private Wealth
Illinois
$884K -$21K -200 -2%
SWP
57
Stratos Wealth Partners
Ohio
$872K +$189K +1,805 +29%
MA
58
Mutual Advisors
Nebraska
$859K -$32.8K -313 -4%
BEI
59
Benjamin Edwards Inc
Missouri
$806K -$2.62K -25 -0.3%
JCM
60
Jacobi Capital Management
Pennsylvania
$786K +$8.49K +81 +1%
PFS
61
Prospera Financial Services
Texas
$782K +$18.8K +179 +3%
NA
62
NewEdge Advisors
Louisiana
$773K -$32.5K -310 -4%
HW
63
Hancock Whitney
Mississippi
$768K
HWM
64
HB Wealth Management
Georgia
$739K +$707K +6,740 New
CPA
65
Cathy Pareto & Associates
Florida
$738K -$38.6K -368 -5%
SFA
66
Sequoia Financial Advisors
Ohio
$737K
MCM
67
MAI Capital Management
Ohio
$737K +$105 +1 +0%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$717K -$90.1K -859 -12%
SOS
69
Silver Oak Securities
Tennessee
$690K +$475K +4,533 +258%
SI
70
Stephens Inc
Arkansas
$680K +$7.34K +70 +1%
RIA
71
Regal Investment Advisors
Michigan
$678K
LFAS
72
Level Four Advisory Services
Texas
$673K +$419 +4 +0.1%
WP
73
WealthPLAN Partners
Nebraska
$672K -$18.9K -180 -3%
SWAG
74
Spectrum Wealth Advisory Group
California
$633K
AWAP
75
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$625K