FXH icon

First Trust Health Care AlphaDEX Fund

223 hedge funds and large institutions have $459M invested in First Trust Health Care AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
223
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 -$13M
2 -$10.5M
3 -$9.85M
4
LPL Financial
LPL Financial
California
-$2.78M
5
Ameriprise
Ameriprise
Minnesota
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
101
Pacific Sun Financial
California
$395K
IA
102
Insight Advisors
Pennsylvania
$381K
HI
103
Harbour Investments
Wisconsin
$380K
IAIM
104
International Assets Investment Management
Florida
$379K
SWMP
105
Signature Wealth Management Partners
New Jersey
$355K
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$350K
MOS
107
MGO One Seven
Ohio
$343K
HF
108
HRT Financial
New York
$341K
FTUS
109
Flow Traders U.S.
New York
$340K
GWP
110
Gateway Wealth Partners
Wisconsin
$339K
TWM
111
Trueblood Wealth Management
Ohio
$338K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$317K
SG
113
StoneX Group
New York
$313K
LSIA
114
LaSalle St. Investment Advisors
Illinois
$307K
PWP
115
Prasad Wealth Partners
Ohio
$305K
AP
116
Americana Partners
Texas
$303K
BRWA
117
B. Riley Wealth Advisors
Florida
$296K
DWMS
118
Dominguez Wealth Management Solutions
Virginia
$294K
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$285K
WIA
120
Wetzel Investment Advisors
Indiana
$284K
Comerica Bank
121
Comerica Bank
Texas
$275K
PFA
122
Petra Financial Advisors
Colorado
$266K
CKAIS
123
Christensen King & Associates Investment Services
Washington
$264K
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$257K
VCM
125
Vivaldi Capital Management
Illinois
$256K