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First Trust Health Care AlphaDEX Fund

237 hedge funds and large institutions have $442M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.08M
BPA
52
Beacon Pointe Advisors
California
$1.02M
FHC
53
First Heartland Consultants
Missouri
$1.02M
AF
54
Apollon Financial
South Carolina
$998K
GWM
55
Geneos Wealth Management
Colorado
$975K
BEI
56
Benjamin Edwards Inc
Missouri
$948K
LSPW
57
Lake Street Private Wealth
Illinois
$898K
SWP
58
Stratos Wealth Partners
Ohio
$897K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$860K
IA
60
IFP Advisors
Florida
$834K
HW
61
Hancock Whitney
Mississippi
$791K
JCM
62
Jacobi Capital Management
Pennsylvania
$789K
MA
63
Mutual Advisors
Nebraska
$788K
KFAS
64
Keating Financial Advisory Services
Kansas
$777K
SFA
65
Sequoia Financial Advisors
Ohio
$744K
HWM
66
HB Wealth Management
Georgia
$740K
AA
67
Advisory Advocates
Michigan
$735K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$722K
MCM
69
MAI Capital Management
Ohio
$683K
SI
70
Stephens Inc
Arkansas
$681K
US Bancorp
71
US Bancorp
Minnesota
$680K
RIA
72
Regal Investment Advisors
Michigan
$678K
CPA
73
Cathy Pareto & Associates
Florida
$670K
GWP
74
Gateway Wealth Partners
Wisconsin
$645K
WP
75
WealthPLAN Partners
Nebraska
$644K