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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

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
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% 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
40
Reduced
99
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
SFI Advisors
New Jersey
+$3.75M
2
Ameriprise
Ameriprise
Minnesota
+$3.56M
3
CI
CX Institutional
Indiana
+$1.94M
4
VCM
Virtue Capital Management
Tennessee
+$1.4M
5
GWM
Geneos Wealth Management
Colorado
+$1.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$19.3M
2
Wells Fargo
Wells Fargo
California
-$10.2M
3
LPL Financial
LPL Financial
California
-$4.07M
4
Goldman Sachs
Goldman Sachs
New York
-$3.9M
5
IAA
Independent Advisor Alliance
North Carolina
-$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthPLAN Partners
Nebraska
$636K – – –
SI
77
Stephens Inc
Arkansas
$635K -$40.1K -387 -6%
AWAP
78
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$626K – – –
OFS
79
OneAscent Financial Services
Alabama
$624K +$8.81K +85 +1%
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 +$207 +2 +0%
KWA
83
Kingswood Wealth Advisors
California
$582K -$13.5K -130 -2%
AWA
84
Arkadios Wealth Advisors
Georgia
$576K -$110K -1,062 -16%
OC
85
Oppenheimer & Co
New York
$572K -$4.14K -40 -0.7%
OCPWS
86
One Charles Private Wealth Services
Massachusetts
$571K – – –
ONB
87
Old National Bancorp
Indiana
$567K -$20.2K -195 -3%
PWM
88
Perigon Wealth Management
California
$539K +$104 +1 +0%
CAG
89
Centerpoint Advisory Group
Kansas
$535K – – –
DADC
90
D.A. Davidson & Co
Montana
$526K -$508K -4,906 -49%
WWM
91
Western Wealth Management
Colorado
$513K -$36.8K -355 -7%
NPFS
92
Novak & Powell Financial Services
Florida
$492K -$17.5K -169 -3%
SF
93
Synovus Financial
Georgia
$491K +$207 +2 +0%
FTUS
94
Flow Traders U.S.
New York
$490K -$1.78M -17,192 -78%
KWM
95
Kingsview Wealth Management
Oregon
$490K – – –
KA
96
Kovack Advisors
Florida
$482K +$104 +1 +0%
QFW
97
QTR Family Wealth
Florida
$481K +$481K +4,646 New
Creative Planning
98
Creative Planning
Kansas
$480K -$31.2K -301 -6%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$479K – – –
Corient Private Wealth
100
Corient Private Wealth
Florida
$479K -$3.05M -29,401 -86%
2 3
4
5 6