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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $509M invested in First Trust Health Care AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

21% more call options, than puts

Call options by funds: $580K | Put options by funds: $478K

9% more funds holding

Funds holding: 219238 (+19)

8% more capital invested

Capital invested by funds: $469M → $509M (+$39.5M)

3.48% more ownership

Funds ownership: 50.8%54.28% (+3.5%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
80
Closed
16
Calls
$580K
Puts
$478K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
76
Regal Investment Advisors
Michigan
$703K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$700K -$44.2K -390 -6%
SOS
78
Silver Oak Securities
Tennessee
$697K -$26.4K -233 -4%
IWM
79
Iams Wealth Management
Nebraska
$678K +$675K +5,959 New
AWA
80
Arkadios Wealth Advisors
Georgia
$677K +$52.2K +461 +8%
WP
81
WealthPLAN Partners
Nebraska
$673K -$24.3K -214 -3%
SWAG
82
Spectrum Wealth Advisory Group
California
$657K
AWAP
83
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$648K
LFAS
84
Level Four Advisory Services
Texas
$635K -$63K -556 -9%
TWM
85
Tradition Wealth Management
Minnesota
$633K +$567 +5 +0.1%
ONB
86
Old National Bancorp
Indiana
$617K -$5.67K -50 -0.9%
EW
87
Evoke Wealth
California
$612K +$609K +5,378 New
WFP
88
Worthington Financial Partners
Ohio
$591K +$589K +5,195 New
AWM
89
AE Wealth Management
Kansas
$586K +$523K +4,618 +870%
PFPG
90
Pinnacle Financial Partners (Georgia)
Georgia
$577K +$575K +5,073 New
DADC
91
D.A. Davidson & Co
Montana
$563K
OCPWS
92
One Charles Private Wealth Services
Massachusetts
$561K -$60K -529 -10%
CAG
93
Centerpoint Advisory Group
Kansas
$548K -$39.7K -350 -7%
PVI
94
Pine Valley Investments
New Jersey
$545K +$17.2K +152 +3%
KWM
95
Kingsview Wealth Management
Oregon
$538K
KA
96
Kovack Advisors
Florida
$531K +$80.1K +707 +18%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$526K -$6.01K -53 -1%
WWM
98
Western Wealth Management
Colorado
$523K -$3.06K -27 -0.6%
NPFS
99
Novak & Powell Financial Services
Florida
$518K -$22.7K -200 -4%
RFWA
100
RPg Family Wealth Advisory
Massachusetts
$503K +$500K +4,415 New