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First Trust Health Care AlphaDEX Fund
FXH

247 hedge funds and large institutions have $494M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.1% more ownership

Funds ownership: 51.13% → 51.23% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 252 → 247 (-5)

48% less capital invested

Capital invested by funds: $947M → $494M (-$454M)

58% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 100

Holders
247
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
42
Reduced
100
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
SFI Advisors
New Jersey
+$3.88M
2
Ameriprise
Ameriprise
Minnesota
+$3.68M
3
CI
CX Institutional
Indiana
+$2.01M
4
VCM
Virtue Capital Management
Tennessee
+$1.45M
5
GWM
Geneos Wealth Management
Colorado
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$20M
2
Wells Fargo
Wells Fargo
California
-$10.6M
3
LPL Financial
LPL Financial
California
-$4.21M
4
Goldman Sachs
Goldman Sachs
New York
-$4.03M
5
UBS Group
UBS Group
Switzerland
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
76
Regal Investment Advisors
Michigan
$640K – – –
WP
77
WealthPLAN Partners
Nebraska
$636K – – –
SI
78
Stephens Inc
Arkansas
$635K -$41.4K -387 -6%
AWAP
79
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$626K – – –
OFS
80
OneAscent Financial Services
Alabama
$624K +$9.1K +85 +1%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$621K – – –
SWAG
82
Spectrum Wealth Advisory Group
California
$598K – – –
TWM
83
Tradition Wealth Management
Minnesota
$588K +$214 +2 +0%
KWA
84
Kingswood Wealth Advisors
California
$582K -$13.9K -130 -2%
AWA
85
Arkadios Wealth Advisors
Georgia
$576K -$114K -1,062 -16%
OC
86
Oppenheimer & Co
New York
$572K -$4.28K -40 -0.7%
OCPWS
87
One Charles Private Wealth Services
Massachusetts
$571K – – –
ONB
88
Old National Bancorp
Indiana
$567K -$20.9K -195 -3%
PWM
89
Perigon Wealth Management
California
$539K +$107 +1 +0%
CAG
90
Centerpoint Advisory Group
Kansas
$535K – – –
DADC
91
D.A. Davidson & Co
Montana
$526K -$525K -4,906 -49%
WWM
92
Western Wealth Management
Colorado
$513K -$38K -355 -7%
NPFS
93
Novak & Powell Financial Services
Florida
$492K -$18.1K -169 -3%
SF
94
Synovus Financial
Georgia
$491K +$214 +2 +0%
FTUS
95
Flow Traders U.S.
New York
$490K -$1.84M -17,192 -78%
KWM
96
Kingsview Wealth Management
Oregon
$490K – – –
KA
97
Kovack Advisors
Florida
$482K +$107 +1 +0%
QFW
98
QTR Family Wealth
Florida
$481K +$498K +4,646 New
Creative Planning
99
Creative Planning
Kansas
$480K -$32.2K -301 -6%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$479K – – –
2 3
4
5 6

FXH Hedge Fund Activity: Q1 2025 in Review

247 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2025, worth a combined $494M — down 48% from $947M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FXH positions and 18 closed out — a net gain of 1 holder — while 42 added to existing stakes and 100 trimmed.

The largest buyer was SFI Advisors, opening a new position worth an estimated $3.88M. The largest seller was Morgan Stanley, cutting an estimated $20M.

  • 247 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2025, down from 252 in Q4 2024.
  • Funds reported $494M of First Trust Health Care AlphaDEX Fund stock for Q1 2025, down 48% quarter-over-quarter.
  • 19 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2025 and 18 closed out, a net change of +1 holder.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2025 was SFI Advisors, an estimated $3.88M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2025.