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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

219 hedge funds and large institutions have $458M 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, 92 reducing their positions, and 35 closing their positions.

Holders
219
Holders Change
-25
Holders Change %
-10.25%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
42
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rockport Wealth
Ohio
$15.7M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$12.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.32M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$3.21M
5
PWA
5
PCG Wealth Advisors
Kansas
$1.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$38.1M
2
PCH
2
PGIM Custom Harvest
New Jersey
$6.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$105M
4
LPL Financial
4
LPL Financial
California
$32M
5
Ameriprise
5
Ameriprise
Minnesota
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$572K 5,521 – –
OCPWS
77
One Charles Private Wealth Services
Massachusetts
$567K 5,472 -42 -0.8%
ONB
78
Old National Bancorp
Indiana
$567K 5,472 – –
DADC
79
D.A. Davidson & Co
Montana
$544K 5,247 +170 +3%
PWM
80
Perigon Wealth Management
California
$540K 5,204 – –
CAG
81
Centerpoint Advisory Group
Kansas
$535K 5,163 – –
WWM
82
Western Wealth Management
Colorado
$513K 4,949 +1 +0%
NPFS
83
Novak & Powell Financial Services
Florida
$493K 4,751 – –
SF
84
Synovus Financial
Georgia
$491K 4,734 -9 -0.2%
KWM
85
Kingsview Wealth Management
Oregon
$490K 4,728 – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$479K 4,624 – –
Creative Planning
87
Creative Planning
Kansas
$457K 4,409 -228 -5%
GPW
88
Gentry Private Wealth
Kansas
$454K 4,383 – –
GA
89
GoalVest Advisory
New York
$454K 4,383 – –
SWM
90
Spire Wealth Management
Virginia
$454K 4,378 -14,154 -76%
MFG
91
Mosaic Financial Group
Illinois
$446K 4,300 – –
AI
92
Atria Investments
North Carolina
$439K 4,230 +592 +16%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$434K 4,204 +1,562 +59%
QFW
94
QTR Family Wealth
Florida
$434K 4,183 -463 -10%
P
95
&Partners
Tennessee
$429K 4,139 -177 -4%
GRP
96
Global Retirement Partners
California
$422K 4,068 +4,068 New
NFC
97
Northeast Financial Consultants
Connecticut
$420K 4,050 – –
JIP
98
Jaffetilchin Investment Partners
Florida
$413K 3,979 +339 +9%
KPWS
99
Kestra Private Wealth Services
Texas
$404K 3,897 +1,525 +64%
PSF
100
Pacific Sun Financial
California
$395K 3,810 -170 -4%
2 3
4
5 6