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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $469M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $460M → $469M (+$9.51M)

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 223219 (-4)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 86

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$609K -$12.8K -122 -2%
AWA
77
Arkadios Wealth Advisors
Georgia
$601K -$4.72K -45 -0.8%
ONB
78
Old National Bancorp
Indiana
$600K
OCPWS
79
One Charles Private Wealth Services
Massachusetts
$599K -$1.36K -13 -0.2%
OC
80
Oppenheimer & Co
New York
$578K -$26.2K -250 -5%
CAG
81
Centerpoint Advisory Group
Kansas
$566K
Jones Financial Companies
82
Jones Financial Companies
Missouri
$548K +$93.5K +892 +21%
DADC
83
D.A. Davidson & Co
Montana
$542K -$32K -305 -6%
NPFS
84
Novak & Powell Financial Services
Florida
$521K
KWM
85
Kingsview Wealth Management
Oregon
$519K
SF
86
Synovus Financial
Georgia
$518K -$1.36K -13 -0.3%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$513K +$5.56K +53 +1%
PVI
88
Pine Valley Investments
New Jersey
$509K +$20.3K +194 +4%
WWM
89
Western Wealth Management
Colorado
$507K -$34.6K -330 -7%
Creative Planning
90
Creative Planning
Kansas
$492K +$8.49K +81 +2%
GPW
91
Gentry Private Wealth
Kansas
$481K
GA
92
GoalVest Advisory
New York
$481K
PWM
93
Perigon Wealth Management
California
$473K -$93.7K -894 -17%
MFG
94
Mosaic Financial Group
Illinois
$472K
SWM
95
Spire Wealth Management
Virginia
$467K -$12.2K -116 -3%
AI
96
Atria Investments
North Carolina
$448K -$15.7K -150 -4%
GRP
97
Global Retirement Partners
California
$447K +$629 +6 +0.1%
JIP
98
Jaffetilchin Investment Partners
Florida
$439K +$2.2K +21 +0.5%
KA
99
Kovack Advisors
Florida
$434K +$166K +1,582 +67%
QFW
100
QTR Family Wealth
Florida
$429K -$28.7K -274 -7%