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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $469M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $460M → $469M (+$9.51M)

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 223219 (-4)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 86

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
Insight Advisors
Pennsylvania
$416K +$11.5K +110 +3%
FTUS
102
Flow Traders U.S.
New York
$405K +$43.2K +412 +13%
HF
103
HRT Financial
New York
$400K +$38K +362 +11%
PSF
104
Pacific Sun Financial
California
$387K -$29.4K -280 -7%
TWM
105
Trueblood Wealth Management
Ohio
$386K +$26.9K +257 +8%
IAIM
106
International Assets Investment Management
Florida
$383K
IAN
107
Integrated Advisors Network
Texas
$382K -$220K -2,096 -38%
HI
108
Harbour Investments
Wisconsin
$373K -$28.5K -272 -7%
FPGK
109
Financial Partners Group (Kansas)
Kansas
$360K -$323K -3,077 -48%
KPWS
110
Kestra Private Wealth Services
Texas
$356K -$67.9K -648 -17%
P
111
&Partners
Tennessee
$351K -$98.1K -936 -23%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$345K +$9.54K +91 +3%
SG
113
StoneX Group
New York
$345K +$13.5K +129 +4%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$325K -$43.3K -413 -12%
PWP
115
Prasad Wealth Partners
Ohio
$324K +$1.57K +15 +0.5%
SWMP
116
Signature Wealth Management Partners
New Jersey
$323K -$50.4K -481 -14%
GWP
117
Gateway Wealth Partners
Wisconsin
$321K -$36K -343 -10%
AP
118
Americana Partners
Texas
$320K +$105 +1 +0%
LSIA
119
LaSalle St. Investment Advisors
Illinois
$312K -$12.2K -116 -4%
DWMS
120
Dominguez Wealth Management Solutions
Virginia
$312K +$1.26K +12 +0.4%
SGFG
121
Silver Grove Financial Group
New York
$310K +$296K +2,822 New
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$306K -$6.08K -58 -2%
WIA
123
Wetzel Investment Advisors
Indiana
$300K
VCM
124
Vivaldi Capital Management
Illinois
$282K +$11.4K +109 +4%
CKAIS
125
Christensen King & Associates Investment Services
Washington
$279K +$210 +2 +0.1%