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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

221 hedge funds and large institutions have $459M 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, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
42
Reduced
93
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
Rockport Wealth
Ohio
+$15.7M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$6.73M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.3M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$2.73M
5
PWA
PCG Wealth Advisors
Kansas
+$1.14M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$13M
2
PCH
PGIM Custom Harvest
New Jersey
-$10.5M
3
Morgan Stanley
Morgan Stanley
New York
-$9.85M
4
LPL Financial
LPL Financial
California
-$2.78M
5
Ameriprise
Ameriprise
Minnesota
-$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$573K -$3.01K -29 -0.5%
OC
77
Oppenheimer & Co
New York
$572K – – –
OCPWS
78
One Charles Private Wealth Services
Massachusetts
$567K -$4.36K -42 -0.8%
ONB
79
Old National Bancorp
Indiana
$567K – – –
DADC
80
D.A. Davidson & Co
Montana
$544K +$17.6K +170 +3%
PWM
81
Perigon Wealth Management
California
$540K – – –
CAG
82
Centerpoint Advisory Group
Kansas
$535K – – –
WWM
83
Western Wealth Management
Colorado
$513K +$104 +1 +0%
NPFS
84
Novak & Powell Financial Services
Florida
$493K – – –
SF
85
Synovus Financial
Georgia
$491K -$933 -9 -0.2%
KWM
86
Kingsview Wealth Management
Oregon
$490K – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$479K – – –
Creative Planning
88
Creative Planning
Kansas
$457K -$23.6K -228 -5%
GPW
89
Gentry Private Wealth
Kansas
$454K – – –
GA
90
GoalVest Advisory
New York
$454K – – –
SWM
91
Spire Wealth Management
Virginia
$454K -$1.47M -14,154 -76%
MFG
92
Mosaic Financial Group
Illinois
$446K – – –
AI
93
Atria Investments
North Carolina
$439K +$61.4K +592 +16%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$434K +$161K +1,562 +59%
QFW
95
QTR Family Wealth
Florida
$434K -$48K -463 -10%
P
96
&Partners
Tennessee
$429K -$18.4K -177 -4%
GRP
97
Global Retirement Partners
California
$422K +$422K +4,068 New
NFC
98
Northeast Financial Consultants
Connecticut
$420K – – –
JIP
99
Jaffetilchin Investment Partners
Florida
$413K +$35.2K +339 +9%
KPWS
100
Kestra Private Wealth Services
Texas
$404K +$158K +1,525 +64%
2 3
4
5 6