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First Trust Health Care AlphaDEX Fund

244 hedge funds and large institutions have $492M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
WP
76
WealthPLAN Partners
Nebraska
$636K
SI
77
Stephens Inc
Arkansas
$635K
AWAP
78
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$626K
OFS
79
OneAscent Financial Services
Alabama
$624K
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$621K
SWAG
81
Spectrum Wealth Advisory Group
California
$598K
TWM
82
Tradition Wealth Management
Minnesota
$588K
KWA
83
Kingswood Wealth Advisors
California
$582K
AWA
84
Arkadios Wealth Advisors
Georgia
$576K
OC
85
Oppenheimer & Co
New York
$572K
OCPWS
86
One Charles Private Wealth Services
Massachusetts
$571K
ONB
87
Old National Bancorp
Indiana
$567K
PWM
88
Perigon Wealth Management
California
$539K
CAG
89
Centerpoint Advisory Group
Kansas
$535K
DADC
90
D.A. Davidson & Co
Montana
$526K
WWM
91
Western Wealth Management
Colorado
$513K
NPFS
92
Novak & Powell Financial Services
Florida
$492K
SF
93
Synovus Financial
Georgia
$491K
FTUS
94
Flow Traders U.S.
New York
$490K
KWM
95
Kingsview Wealth Management
Oregon
$490K
KA
96
Kovack Advisors
Florida
$482K
QFW
97
QTR Family Wealth
Florida
$481K
Creative Planning
98
Creative Planning
Kansas
$480K
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$479K
Corient Private Wealth
100
Corient Private Wealth
Florida
$479K