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First Trust Health Care AlphaDEX Fund

221 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
Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
93
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
126
MTM Investment Management
South Carolina
$253K -$14.2K -137 -5%
KWA
127
Kingswood Wealth Advisors
California
$253K -$330K -3,180 -57%
SWGC
128
Summit Wealth Group (Colorado)
Colorado
$251K +$251K +2,417 New
LMKC
129
L.M. Kohn & Company
Ohio
$250K -$27K -260 -10%
AFG
130
ABLE Financial Group
Arizona
$249K -$10.3K -99 -4%
KA
131
Kovack Advisors
Florida
$246K -$236K -2,276 -49%
CAS
132
Coppell Advisory Solutions
Texas
$242K
NFG
133
Nations Financial Group
Iowa
$233K +$415 +4 +0.2%
Mariner
134
Mariner
Kansas
$225K -$26.8K -259 -11%
PA
135
PFG Advisors
Arizona
$225K -$121K -1,164 -35%
AAS
136
Ameritas Advisory Services
Nebraska
$212K -$17.7K -171 -8%
CCA
137
Clearwater Capital Advisors
Illinois
$207K
AF
138
Allworth Financial
California
$203K +$27.4K +264 +16%
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$193K +$68.9K +665 +55%
SOS
140
Silver Oak Securities
Tennessee
$182K +$182K +1,757 New
DWA
141
Delos Wealth Advisors
Texas
$171K +$171K +1,648 New
OP
142
ORG Partners
Indiana
$150K +$150K +1,438 New
CFD
143
Creative Financial Designs
Indiana
$149K -$1.97K -19 -1%
RFA
144
Register Financial Advisors
Georgia
$146K
RFG
145
REAP Financial Group
Texas
$143K -$63K -608 -31%
CA
146
CoreCap Advisors
Michigan
$134K
TWM
147
Topsail Wealth Management
North Carolina
$133K
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K +$129K +13,349 +10,268%
Russell Investments Group
149
Russell Investments Group
United Kingdom
$128K -$8.09K -78 -6%
WSFS
150
Wilmington Savings Fund Society
Delaware
$117K