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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
Holders
219
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 -$8.78M
2 -$6.71M
3 -$3.68M
4
Ameriprise
Ameriprise
Minnesota
-$2.06M
5
Morgan Stanley
Morgan Stanley
New York
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
76
Tradition Wealth Management
Minnesota
$609K
AWA
77
Arkadios Wealth Advisors
Georgia
$601K
ONB
78
Old National Bancorp
Indiana
$600K
OCPWS
79
One Charles Private Wealth Services
Massachusetts
$599K
OC
80
Oppenheimer & Co
New York
$578K
CAG
81
Centerpoint Advisory Group
Kansas
$566K
Jones Financial Companies
82
Jones Financial Companies
Missouri
$548K
DADC
83
D.A. Davidson & Co
Montana
$542K
NPFS
84
Novak & Powell Financial Services
Florida
$521K
KWM
85
Kingsview Wealth Management
Oregon
$519K
SF
86
Synovus Financial
Georgia
$518K
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$513K
PVI
88
Pine Valley Investments
New Jersey
$509K
WWM
89
Western Wealth Management
Colorado
$507K
Creative Planning
90
Creative Planning
Kansas
$492K
GA
91
GoalVest Advisory
New York
$481K
GPW
92
Gentry Private Wealth
Kansas
$481K
PWM
93
Perigon Wealth Management
California
$473K
MFG
94
Mosaic Financial Group
Illinois
$472K
SWM
95
Spire Wealth Management
Virginia
$467K
AI
96
Atria Investments
North Carolina
$448K
GRP
97
Global Retirement Partners
California
$447K
JIP
98
Jaffetilchin Investment Partners
Florida
$439K
KA
99
Kovack Advisors
Florida
$434K
QFW
100
QTR Family Wealth
Florida
$429K