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First Trust Health Care AlphaDEX Fund

216 hedge funds and large institutions have $467M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 85 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
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 -$9.18M
2 -$7.02M
3 -$3.84M
4
Ameriprise
Ameriprise
Minnesota
-$2.16M
5
Morgan Stanley
Morgan Stanley
New York
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$601K
ONB
77
Old National Bancorp
Indiana
$600K
OCPWS
78
One Charles Private Wealth Services
Massachusetts
$599K
OC
79
Oppenheimer & Co
New York
$578K
CAG
80
Centerpoint Advisory Group
Kansas
$566K
Jones Financial Companies
81
Jones Financial Companies
Missouri
$548K
DADC
82
D.A. Davidson & Co
Montana
$542K
NPFS
83
Novak & Powell Financial Services
Florida
$521K
KWM
84
Kingsview Wealth Management
Oregon
$519K
SF
85
Synovus Financial
Georgia
$518K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$513K
WWM
87
Western Wealth Management
Colorado
$507K
Creative Planning
88
Creative Planning
Kansas
$492K
GA
89
GoalVest Advisory
New York
$481K
GPW
90
Gentry Private Wealth
Kansas
$481K
PWM
91
Perigon Wealth Management
California
$473K
MFG
92
Mosaic Financial Group
Illinois
$472K
SWM
93
Spire Wealth Management
Virginia
$467K
AI
94
Atria Investments
North Carolina
$448K
GRP
95
Global Retirement Partners
California
$447K
JIP
96
Jaffetilchin Investment Partners
Florida
$439K
KA
97
Kovack Advisors
Florida
$434K
QFW
98
QTR Family Wealth
Florida
$429K
IA
99
Insight Advisors
Pennsylvania
$416K
FTUS
100
Flow Traders U.S.
New York
$405K