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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $443M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

0% more funds holding

Funds holding: 238238 (0)

1.97% less ownership

Funds ownership: 54.28%52.32% (-2%)

13% less capital invested

Capital invested by funds: $509M → $443M (-$65.6M)

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
101
Pinnacle Financial Partners (Georgia)
Georgia
$486K -$73.3K -646 -13%
WIA
102
World Investment Advisors
California
$481K +$497K +4,381 New
MML Investors Services
103
MML Investors Services
Massachusetts
$480K -$566K -4,991 -53%
PWM
104
Perigon Wealth Management
California
$473K
MFG
105
Mosaic Financial Group
Illinois
$472K
GPW
106
Gentry Private Wealth
Kansas
$450K -$31.8K -280 -6%
GA
107
GoalVest Advisory
New York
$450K -$31.8K -280 -6%
OC
108
Oppenheimer & Co
New York
$448K -$5.22K -46 -1%
HI
109
Harbour Investments
Wisconsin
$445K +$5.78K +51 +1%
SWM
110
Spire Wealth Management
Virginia
$426K -$36.6K -323 -8%
QFW
111
QTR Family Wealth
Florida
$421K -$10.5K -93 -2%
IAIM
112
International Assets Investment Management
Florida
$410K -$20.2K -178 -5%
IA
113
Insight Advisors
Pennsylvania
$407K +$454 +4 +0.1%
TWM
114
Trueblood Wealth Management
Ohio
$404K -$7.71K -68 -2%
P
115
&Partners
Tennessee
$390K -$21.5K -190 -5%
IWM
116
Iams Wealth Management
Nebraska
$388K -$275K -2,421 -41%
PSF
117
Pacific Sun Financial
California
$382K
VCM
118
Vivaldi Capital Management
Illinois
$371K +$59.4K +524 +18%
FPGK
119
Financial Partners Group (Kansas)
Kansas
$356K +$227 +2 +0.1%
GVAG
120
Great Valley Advisor Group
Delaware
$350K +$361K +3,184 New
SGFG
121
Silver Grove Financial Group
New York
$349K +$113 +1 +0%
RFWA
122
RPg Family Wealth Advisory
Massachusetts
$343K -$146K -1,287 -29%
RPG
123
Risk Paradigm Group
Texas
$333K -$146K -1,287 -30%
PWP
124
Prasad Wealth Partners
Ohio
$325K +$567 +5 +0.2%
EH
125
Equitable Holdings
New York
$323K +$12.7K +112 +4%

FXH Hedge Fund Activity: Q1 2026 in Review

238 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2026, worth a combined $443M — down 13% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 59 added to existing stakes and 86 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $443M of First Trust Health Care AlphaDEX Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2026 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2026 was Susquehanna International Group, an estimated $2.76M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2026.