First Trust Health Care AlphaDEX Fund
247 hedge funds and large institutions have $494M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 100 reducing their positions, and 18 closing their positions.
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0.1% more ownership
Funds ownership: 51.13% → 51.23% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 252 → 247 (-5)
48% less capital invested
Capital invested by funds: $947M → $494M (-$454M)
58% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$3.88M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.68M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.01M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$1.45M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$10.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.21M |
| 4 |
Goldman Sachs
New York
|
-$4.03M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.76M |
FXH Hedge Fund Activity: Q1 2025 in Review
247 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2025, worth a combined $494M — down 48% from $947M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXH positions and 18 closed out — a net gain of 1 holder — while 42 added to existing stakes and 100 trimmed.
The largest buyer was SFI Advisors, opening a new position worth an estimated $3.88M. The largest seller was Morgan Stanley, cutting an estimated $20M.
- 247 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2025, down from 252 in Q4 2024.
- Funds reported $494M of First Trust Health Care AlphaDEX Fund stock for Q1 2025, down 48% quarter-over-quarter.
- 19 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2025 and 18 closed out, a net change of +1 holder.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2025 was SFI Advisors, an estimated $3.88M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $20M sold.
Based on aggregated 13F filings for Q1 2025.