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First Trust Health Care AlphaDEX Fund

223 hedge funds and large institutions have $459M invested in First Trust Health Care AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13M
2 -$10.5M
3 -$9.85M
4
LPL Financial
LPL Financial
California
-$2.78M
5
Ameriprise
Ameriprise
Minnesota
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
126
MTM Investment Management
South Carolina
$253K
KWA
127
Kingswood Wealth Advisors
California
$253K
SWGC
128
Summit Wealth Group (Colorado)
Colorado
$251K
LMKC
129
L.M. Kohn & Company
Ohio
$250K
AFG
130
ABLE Financial Group
Arizona
$249K
KA
131
Kovack Advisors
Florida
$246K
CAS
132
Coppell Advisory Solutions
Texas
$242K
NFG
133
Nations Financial Group
Iowa
$233K
Mariner
134
Mariner
Kansas
$225K
PA
135
PFG Advisors
Arizona
$225K
AAS
136
Ameritas Advisory Services
Nebraska
$212K
CCA
137
Clearwater Capital Advisors
Illinois
$207K
AF
138
Allworth Financial
California
$203K
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$193K
SOS
140
Silver Oak Securities
Tennessee
$182K
DWA
141
Delos Wealth Advisors
Texas
$171K
OP
142
ORG Partners
Indiana
$150K
CFD
143
Creative Financial Designs
Indiana
$149K
RFA
144
Register Financial Advisors
Georgia
$146K
RFG
145
REAP Financial Group
Texas
$143K
CA
146
CoreCap Advisors
Michigan
$134K
TWM
147
Topsail Wealth Management
North Carolina
$133K
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K
Russell Investments Group
149
Russell Investments Group
United Kingdom
$128K
WSFS
150
Wilmington Savings Fund Society
Delaware
$117K