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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $509M invested in First Trust Health Care AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

21% more call options, than puts

Call options by funds: $580K | Put options by funds: $478K

9% more funds holding

Funds holding: 219238 (+19)

8% more capital invested

Capital invested by funds: $469M → $509M (+$39.5M)

3.48% more ownership

Funds ownership: 50.8%54.28% (+3.5%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
80
Closed
16
Calls
$580K
Puts
$478K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
126
Signature Wealth Management Partners
New Jersey
$335K
AP
127
Americana Partners
Texas
$332K
VCM
128
Vivaldi Capital Management
Illinois
$325K +$31.6K +279 +11%
LSIA
129
LaSalle St. Investment Advisors
Illinois
$323K -$1.59K -14 -0.5%
GWP
130
Gateway Wealth Partners
Wisconsin
$318K -$15.8K -139 -5%
HHCP
131
Hilton Head Capital Partners
South Carolina
$316K +$314K +2,773 New
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$315K -$22.1K -195 -7%
WIA
133
Wetzel Investment Advisors
Indiana
$312K
EH
134
Equitable Holdings
New York
$310K +$87.8K +775 +40%
DWMS
135
Dominguez Wealth Management Solutions
Virginia
$305K -$19.3K -170 -6%
CKAIS
136
Christensen King & Associates Investment Services
Washington
$290K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$283K +$113 +1 +0%
WS
138
Wedbush Securities
California
$278K +$63.6K +561 +30%
SG
139
StoneX Group
New York
$269K -$88.2K -778 -25%
SWGC
140
Summit Wealth Group (Colorado)
Colorado
$263K +$48.2K +425 +23%
BWP
141
Balboa Wealth Partners
Arizona
$252K +$251K +2,218 New
RFG
142
REAP Financial Group
Texas
$243K +$56.2K +496 +30%
NFG
143
Nations Financial Group
Iowa
$229K
Comerica Bank
144
Comerica Bank
Texas
$228K -$21.3K -188 -9%
CCA
145
Clearwater Capital Advisors
Illinois
$228K
AF
146
Allworth Financial
California
$225K +$113 +1 +0.1%
Mariner
147
Mariner
Kansas
$221K
MIM
148
MTM Investment Management
South Carolina
$219K -$22.8K -201 -9%
IAN
149
Integrated Advisors Network
Texas
$212K -$183K -1,618 -46%
RWP
150
Ridgeline Wealth Planning
Ohio
$211K