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First Trust Health Care AlphaDEX Fund

223 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

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13M
2 -$10.5M
3 -$9.85M
4
LPL Financial
LPL Financial
California
-$2.78M
5
Ameriprise
Ameriprise
Minnesota
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$573K
OC
77
Oppenheimer & Co
New York
$572K
OCPWS
78
One Charles Private Wealth Services
Massachusetts
$567K
ONB
79
Old National Bancorp
Indiana
$567K
DADC
80
D.A. Davidson & Co
Montana
$544K
PWM
81
Perigon Wealth Management
California
$540K
CAG
82
Centerpoint Advisory Group
Kansas
$535K
WWM
83
Western Wealth Management
Colorado
$513K
NPFS
84
Novak & Powell Financial Services
Florida
$493K
SF
85
Synovus Financial
Georgia
$491K
KWM
86
Kingsview Wealth Management
Oregon
$490K
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$479K
Creative Planning
88
Creative Planning
Kansas
$457K
GPW
89
Gentry Private Wealth
Kansas
$454K
GA
90
GoalVest Advisory
New York
$454K
SWM
91
Spire Wealth Management
Virginia
$454K
MFG
92
Mosaic Financial Group
Illinois
$446K
AI
93
Atria Investments
North Carolina
$439K
Jones Financial Companies
94
Jones Financial Companies
Missouri
$434K
QFW
95
QTR Family Wealth
Florida
$434K
P
96
&Partners
Tennessee
$429K
GRP
97
Global Retirement Partners
California
$422K
NFC
98
Northeast Financial Consultants
Connecticut
$420K
JIP
99
Jaffetilchin Investment Partners
Florida
$413K
KPWS
100
Kestra Private Wealth Services
Texas
$404K