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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $509M invested in First Trust Health Care AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

21% more call options, than puts

Call options by funds: $580K | Put options by funds: $478K

9% more funds holding

Funds holding: 219238 (+19)

8% more capital invested

Capital invested by funds: $469M → $509M (+$39.5M)

3.48% more ownership

Funds ownership: 50.8%54.28% (+3.5%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
80
Closed
16
Calls
$580K
Puts
$478K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
GPW
101
Gentry Private Wealth
Kansas
$499K
GA
102
GoalVest Advisory
New York
$499K
RPG
103
Risk Paradigm Group
Texas
$492K +$490K +4,325 New
PWM
104
Perigon Wealth Management
California
$491K +$113 +1 +0%
MFG
105
Mosaic Financial Group
Illinois
$489K
Creative Planning
106
Creative Planning
Kansas
$484K -$27.3K -241 -5%
SWM
107
Spire Wealth Management
Virginia
$479K -$6.46K -57 -1%
OC
108
Oppenheimer & Co
New York
$470K -$130K -1,145 -22%
JIP
109
Jaffetilchin Investment Partners
Florida
$456K +$567 +5 +0.1%
HI
110
Harbour Investments
Wisconsin
$455K +$68.2K +602 +18%
GRP
111
Global Retirement Partners
California
$454K -$9.75K -86 -2%
IAIM
112
International Assets Investment Management
Florida
$442K +$25.8K +228 +6%
QFW
113
QTR Family Wealth
Florida
$430K -$14.3K -126 -3%
TWM
114
Trueblood Wealth Management
Ohio
$426K +$26K +229 +7%
P
115
&Partners
Tennessee
$426K +$61K +538 +17%
IA
116
Insight Advisors
Pennsylvania
$422K -$9.52K -84 -2%
CAS
117
Coppell Advisory Solutions
Texas
$399K +$130K +1,143 +49%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$399K +$73.7K +650 +24%
PSF
119
Pacific Sun Financial
California
$396K -$5.67K -50 -1%
FPGK
120
Financial Partners Group (Kansas)
Kansas
$371K -$4.42K -39 -1%
KPWS
121
Kestra Private Wealth Services
Texas
$363K -$7.14K -63 -2%
SGFG
122
Silver Grove Financial Group
New York
$361K +$39.9K +352 +12%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$356K -$1.81K -16 -0.5%
PAS
124
Park Avenue Securities
New York
$338K +$336K +2,966 New
PWP
125
Prasad Wealth Partners
Ohio
$337K +$453 +4 +0.1%