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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $509M invested in First Trust Health Care AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

21% more call options, than puts

Call options by funds: $580K | Put options by funds: $478K

9% more funds holding

Funds holding: 219238 (+19)

8% more capital invested

Capital invested by funds: $469M → $509M (+$39.5M)

3.48% more ownership

Funds ownership: 50.8%54.28% (+3.5%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
80
Closed
16
Calls
$580K
Puts
$478K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$1.18M +$149K +1,315 +14%
OFS
52
OneAscent Financial Services
Alabama
$1.18M +$1.18M +10,377 New
MML Investors Services
53
MML Investors Services
Massachusetts
$1.07M +$52.4K +462 +5%
AF
54
Apollon Financial
South Carolina
$1.06M -$29.5K -260 -3%
FHC
55
First Heartland Consultants
Missouri
$1.05M -$20.1K -177 -2%
BPA
56
Beacon Pointe Advisors
California
$945K +$113 +1 +0%
SWP
57
Stratos Wealth Partners
Ohio
$931K +$26K +229 +3%
IA
58
IFP Advisors
Florida
$917K -$26.6K -235 -3%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$913K -$85.7K -756 -9%
LSPW
60
Lake Street Private Wealth
Illinois
$906K -$11.3K -100 -1%
CI
61
CX Institutional
Indiana
$904K -$484K -4,267 -35%
AI
62
Atria Investments
North Carolina
$894K +$428K +3,773 +92%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$842K -$97.1K -857 -10%
JCM
64
Jacobi Capital Management
Pennsylvania
$817K +$907 +8 +0.1%
BEI
65
Benjamin Edwards Inc
Missouri
$817K -$19.5K -172 -2%
HW
66
Hancock Whitney
Mississippi
$797K
KFAS
67
Keating Financial Advisory Services
Kansas
$790K +$786K +6,940 New
MCM
68
MAI Capital Management
Ohio
$782K +$17.8K +157 +2%
HWM
69
HB Wealth Management
Georgia
$767K
SFA
70
Sequoia Financial Advisors
Ohio
$765K
AA
71
Advisory Advocates
Michigan
$763K +$759K +6,700 New
NA
72
NewEdge Advisors
Louisiana
$760K -$41.7K -368 -5%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$746K +$165K +1,455 +29%
CPA
74
Cathy Pareto & Associates
Florida
$732K -$34.6K -305 -5%
SI
75
Stephens Inc
Arkansas
$705K