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First Trust Health Care AlphaDEX Fund
FXH

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: 238 → 238 (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: 1 → 0 (-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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
2
Jane Street
Jane Street
New York
+$1.77M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.72M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.44M
5
KWA
Kingswood Wealth Advisors
California
+$1.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.69M
3
Ameriprise
Ameriprise
Minnesota
-$4.63M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$3.99M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
126
Americana Partners
Texas
$320K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$319K -$24.8K -219 -7%
UBS AM
128
UBS AM
Illinois
$318K +$204K +1,802 +164%
SWMP
129
Signature Wealth Management Partners
New Jersey
$313K -$9.98K -88 -3%
LSIA
130
LaSalle St. Investment Advisors
Illinois
$313K +$1.13K +10 +0.4%
FTUS
131
Flow Traders U.S.
New York
$305K +$315K +2,774 New
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$301K -$71K -626 -19%
WIA
133
Wetzel Investment Advisors
Indiana
$301K – – –
DWMS
134
Dominguez Wealth Management Solutions
Virginia
$294K +$454 +4 +0.1%
HHCP
135
Hilton Head Capital Partners
South Carolina
$284K -$21.3K -188 -7%
CKAIS
136
Christensen King & Associates Investment Services
Washington
$280K +$113 +1 +0%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$273K – – –
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$271K -$34K -300 -11%
WS
139
Wedbush Securities
California
$263K -$4.31K -38 -2%
SWGC
140
Summit Wealth Group (Colorado)
Colorado
$250K -$4.2K -37 -2%
PAS
141
Park Avenue Securities
New York
$246K -$82.1K -724 -24%
PWM
142
Purus Wealth Management
California
$235K +$243K +2,142 New
NFG
143
Nations Financial Group
Iowa
$221K – – –
CCA
144
Clearwater Capital Advisors
Illinois
$220K – – –
PFA
145
Petra Financial Advisors
Colorado
$218K +$226K +1,990 New
AF
146
Allworth Financial
California
$217K -$340 -3 -0.2%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$216K +$202K +1,781 +963%
MIM
148
MTM Investment Management
South Carolina
$211K – – –
Mariner
149
Mariner
Kansas
$211K -$1.93K -17 -0.9%
CS
150
Capital Square
Tennessee
$210K +$212K +1,868 New
4 5
6
7 8

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.