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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $469M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $460M → $469M (+$9.51M)

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 223219 (-4)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 86

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$272K +$105 +1 +0%
CAS
127
Coppell Advisory Solutions
Texas
$251K -$1.78K -17 -0.7%
Comerica Bank
128
Comerica Bank
Texas
$240K -$48.3K -461 -17%
MIM
129
MTM Investment Management
South Carolina
$233K -$33.8K -322 -13%
AAS
130
Ameritas Advisory Services
Nebraska
$222K -$1.89K -18 -0.9%
NFG
131
Nations Financial Group
Iowa
$220K -$24.6K -235 -10%
CCA
132
Clearwater Capital Advisors
Illinois
$219K
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$218K +$241K +2,300 New
PFA
134
Petra Financial Advisors
Colorado
$218K -$60.4K -576 -22%
AF
135
Allworth Financial
California
$217K +$1.57K +15 +0.8%
EH
136
Equitable Holdings
New York
$214K +$205K +1,952 New
Citigroup
137
Citigroup
New York
$214K +$105K +1,004 +106%
Mariner
138
Mariner
Kansas
$212K -$24.9K -237 -11%
WS
139
Wedbush Securities
California
$206K +$197K +1,877 New
RWP
140
Ridgeline Wealth Planning
Ohio
$204K +$195K +1,858 New
AFG
141
ABLE Financial Group
Arizona
$203K -$58.2K -555 -23%
DWA
142
Delos Wealth Advisors
Texas
$181K
RFG
143
REAP Financial Group
Texas
$179K +$26.5K +253 +18%
WSFS
144
Wilmington Savings Fund Society
Delaware
$172K +$46.1K +440 +39%
OP
145
ORG Partners
Indiana
$158K
RFA
146
Register Financial Advisors
Georgia
$154K
CA
147
CoreCap Advisors
Michigan
$142K
TWM
148
Topsail Wealth Management
North Carolina
$141K
Russell Investments Group
149
Russell Investments Group
United Kingdom
$116K -$18.2K -174 -14%
T
150
Tidemark
California
$104K