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First Trust Health Care AlphaDEX Fund

237 hedge funds and large institutions have $442M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
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
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$638K
SWAG
77
Spectrum Wealth Advisory Group
California
$633K
SCA
78
Snowden Capital Advisors
New York
$626K
AWAP
79
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$625K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$605K
AI
81
Atria Investments
North Carolina
$598K
EW
82
Evoke Wealth
California
$590K
WFP
83
Worthington Financial Partners
Ohio
$564K
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$562K
NA
85
NewEdge Advisors
Louisiana
$556K
Corient Private Wealth
86
Corient Private Wealth
Florida
$553K
SOS
87
Silver Oak Securities
Tennessee
$552K
ONB
88
Old National Bancorp
Indiana
$549K
AWM
89
AE Wealth Management
Kansas
$544K
OCPWS
90
One Charles Private Wealth Services
Massachusetts
$541K
KWM
91
Kingsview Wealth Management
Oregon
$534K
Creative Planning
92
Creative Planning
Kansas
$520K
TWM
93
Tradition Wealth Management
Minnesota
$508K
CAG
94
Centerpoint Advisory Group
Kansas
$506K
KA
95
Kovack Advisors
Florida
$505K
WWM
96
Western Wealth Management
Colorado
$505K
Citadel Advisors
97
Citadel Advisors
Florida
$503K
DADC
98
D.A. Davidson & Co
Montana
$502K
NPFS
99
Novak & Powell Financial Services
Florida
$489K
PFPG
100
Pinnacle Financial Partners (Georgia)
Georgia
$486K