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First Trust Health Care AlphaDEX Fund

244 hedge funds and large institutions have $492M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
SWM
101
SeaCrest Wealth Management
New York
$461K
ATPW
102
Ashton Thomas Private Wealth
Arizona
$457K
GA
103
GoalVest Advisory
New York
$454K
GPW
104
Gentry Private Wealth
Kansas
$454K
SMG
105
Smart Money Group
Texas
$454K
P
106
&Partners
Tennessee
$445K
MFG
107
Mosaic Financial Group
Illinois
$445K
IA
108
Insight Advisors
Pennsylvania
$435K
NFC
109
Northeast Financial Consultants
Connecticut
$420K
PSF
110
Pacific Sun Financial
California
$412K
LSIA
111
LaSalle St. Investment Advisors
Illinois
$392K
HI
112
Harbour Investments
Wisconsin
$387K
IAIM
113
International Assets Investment Management
Florida
$379K
JIP
114
Jaffetilchin Investment Partners
Florida
$377K
AI
115
Atria Investments
North Carolina
$377K
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$373K
MOS
117
MGO One Seven
Ohio
$366K
SG
118
StoneX Group
New York
$362K
SWMP
119
Signature Wealth Management Partners
New Jersey
$356K
PA
120
PFG Advisors
Arizona
$345K
TWM
121
Trueblood Wealth Management
Ohio
$338K
DC
122
Davenport & Co
Virginia
$336K
PWP
123
Prasad Wealth Partners
Ohio
$330K
VCM
124
Vivaldi Capital Management
Illinois
$324K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$322K