We are live on ! Find out more
FXH icon

First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $443M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

0% more funds holding

Funds holding: 238238 (0)

1.97% less ownership

Funds ownership: 54.28%52.32% (-2%)

13% less capital invested

Capital invested by funds: $509M → $443M (-$65.6M)

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$644K -$5.78K -51 -0.9%
LFAS
77
Level Four Advisory Services
Texas
$638K +$25.6K +226 +4%
SWAG
78
Spectrum Wealth Advisory Group
California
$633K
SCA
79
Snowden Capital Advisors
New York
$626K +$647K +5,704 New
AWAP
80
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$625K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$605K -$72K -635 -10%
AI
82
Atria Investments
North Carolina
$598K -$273K -2,407 -31%
EW
83
Evoke Wealth
California
$590K
PVI
84
Pine Valley Investments
New Jersey
$578K +$53.2K +469 +10%
WFP
85
Worthington Financial Partners
Ohio
$564K -$6.92K -61 -1%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$562K +$56.2K +496 +11%
Corient Private Wealth
87
Corient Private Wealth
Florida
$553K -$3.99M -35,210 -60%
SOS
88
Silver Oak Securities
Tennessee
$552K -$117K -1,031 -17%
ONB
89
Old National Bancorp
Indiana
$549K -$47.7K -421 -8%
AWM
90
AE Wealth Management
Kansas
$544K -$21.7K -191 -4%
OCPWS
91
One Charles Private Wealth Services
Massachusetts
$541K
KWM
92
Kingsview Wealth Management
Oregon
$534K +$15.7K +138 +3%
Creative Planning
93
Creative Planning
Kansas
$520K +$55.6K +490 +12%
TWM
94
Tradition Wealth Management
Minnesota
$508K -$106K -931 -17%
CAG
95
Centerpoint Advisory Group
Kansas
$506K -$22.7K -200 -4%
KA
96
Kovack Advisors
Florida
$505K -$10.5K -93 -2%
WWM
97
Western Wealth Management
Colorado
$505K +$1.25K +11 +0.2%
Citadel Advisors
98
Citadel Advisors
Florida
$503K +$520K +4,582 New
DADC
99
D.A. Davidson & Co
Montana
$502K -$41.4K -365 -7%
NPFS
100
Novak & Powell Financial Services
Florida
$489K -$11.3K -100 -2%