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First Trust Health Care AlphaDEX Fund

244 hedge funds and large institutions have $492M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$312K
GWP
127
Gateway Wealth Partners
Wisconsin
$309K
AP
128
Americana Partners
Texas
$302K
DWMS
129
Dominguez Wealth Management Solutions
Virginia
$293K
Comerica Bank
130
Comerica Bank
Texas
$290K
WIA
131
Wetzel Investment Advisors
Indiana
$284K
LMKC
132
L.M. Kohn & Company
Ohio
$277K
Jones Financial Companies
133
Jones Financial Companies
Missouri
$272K
CKAIS
134
Christensen King & Associates Investment Services
Washington
$267K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$267K
PFA
136
Petra Financial Advisors
Colorado
$266K
MIM
137
MTM Investment Management
South Carolina
$265K
PWA
138
PCG Wealth Advisors
Kansas
$262K
AFG
139
ABLE Financial Group
Arizona
$260K
Mariner
140
Mariner
Kansas
$252K
1W
141
1776 Wealth
Georgia
$247K
SPC
142
Sigma Planning Corp
Michigan
$246K
KPWS
143
Kestra Private Wealth Services
Texas
$246K
AFP
144
Ausdal Financial Partners
Iowa
$238K
CAS
145
Coppell Advisory Solutions
Texas
$234K
CFA
146
Cahill Financial Advisors
Minnesota
$234K
NFG
147
Nations Financial Group
Iowa
$232K
AAS
148
Ameritas Advisory Services
Nebraska
$230K
IWM
149
Iams Wealth Management
Nebraska
$227K
CWP
150
Cyndeo Wealth Partners
Florida
$221K