We are live on ! Find out more
FXH icon

First Trust Health Care AlphaDEX Fund
FXH

223 hedge funds and large institutions have $460M 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, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% less ownership

Funds ownership: 51.23% → 50.66% (-0.57%)

7% less capital invested

Capital invested by funds: $494M → $460M (-$34M)

10% less funds holding

Funds holding: 247 → 223 (-24)

55% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 94

63% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
223
Holders Change
-24
Holders Change %
-9.72%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
42
Reduced
94
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RW
Rockport Wealth
Ohio
+$15.2M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$6.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$2.65M
5
PWA
PCG Wealth Advisors
Kansas
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$12.6M
2
PCH
PGIM Custom Harvest
New Jersey
-$10.2M
3
Morgan Stanley
Morgan Stanley
New York
-$9.54M
4
LPL Financial
LPL Financial
California
-$2.69M
5
Ameriprise
Ameriprise
Minnesota
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
76
Integrated Advisors Network
Texas
$578K -$246K -2,445 -30%
AWA
77
Arkadios Wealth Advisors
Georgia
$573K -$2.91K -29 -0.5%
OC
78
Oppenheimer & Co
New York
$572K – – –
OCPWS
79
One Charles Private Wealth Services
Massachusetts
$567K -$4.22K -42 -0.8%
ONB
80
Old National Bancorp
Indiana
$567K – – –
DADC
81
D.A. Davidson & Co
Montana
$544K +$17.1K +170 +3%
PWM
82
Perigon Wealth Management
California
$540K – – –
CAG
83
Centerpoint Advisory Group
Kansas
$535K – – –
WWM
84
Western Wealth Management
Colorado
$513K +$100 +1 +0%
NPFS
85
Novak & Powell Financial Services
Florida
$493K – – –
SF
86
Synovus Financial
Georgia
$491K -$904 -9 -0.2%
KWM
87
Kingsview Wealth Management
Oregon
$490K – – –
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$479K – – –
PVI
89
Pine Valley Investments
New Jersey
$461K +$27.5K +274 +7%
Creative Planning
90
Creative Planning
Kansas
$457K -$22.9K -228 -5%
GPW
91
Gentry Private Wealth
Kansas
$454K – – –
GA
92
GoalVest Advisory
New York
$454K – – –
SWM
93
Spire Wealth Management
Virginia
$454K -$1.42M -14,154 -76%
MFG
94
Mosaic Financial Group
Illinois
$446K – – –
AI
95
Atria Investments
North Carolina
$439K +$59.5K +592 +16%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$434K +$157K +1,562 +59%
QFW
97
QTR Family Wealth
Florida
$434K -$46.5K -463 -10%
P
98
&Partners
Tennessee
$429K -$17.8K -177 -4%
GRP
99
Global Retirement Partners
California
$422K +$409K +4,068 New
NFC
100
Northeast Financial Consultants
Connecticut
$420K – – –
2 3
4
5 6

FXH Hedge Fund Activity: Q2 2025 in Review

223 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2025, worth a combined $460M — down 6.9% from $494M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of FXH and 14 opened new positions — a net loss of 24 holders — while 94 trimmed existing stakes and 42 added.

The largest buyer was Rockport Wealth, opening a new position worth an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $12.6M.

  • 223 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2025, down from 247 in Q1 2025.
  • Funds reported $460M of First Trust Health Care AlphaDEX Fund stock for Q2 2025, down 6.9% quarter-over-quarter.
  • 14 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2025 and 38 closed out, a net change of -24 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2025 was Rockport Wealth, an estimated $15.2M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2025 was Wells Fargo, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.