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First Trust Health Care AlphaDEX Fund

237 hedge funds and large institutions have $442M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$319K
UBS AM
127
UBS AM
Illinois
$318K
SWMP
128
Signature Wealth Management Partners
New Jersey
$313K
LSIA
129
LaSalle St. Investment Advisors
Illinois
$313K
FTUS
130
Flow Traders U.S.
New York
$305K
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$301K
WIA
132
Wetzel Investment Advisors
Indiana
$301K
DWMS
133
Dominguez Wealth Management Solutions
Virginia
$294K
HHCP
134
Hilton Head Capital Partners
South Carolina
$284K
CKAIS
135
Christensen King & Associates Investment Services
Washington
$280K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$273K
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$271K
WS
138
Wedbush Securities
California
$263K
SWGC
139
Summit Wealth Group (Colorado)
Colorado
$250K
PAS
140
Park Avenue Securities
New York
$246K
PWM
141
Purus Wealth Management
California
$235K
NFG
142
Nations Financial Group
Iowa
$221K
CCA
143
Clearwater Capital Advisors
Illinois
$220K
PFA
144
Petra Financial Advisors
Colorado
$218K
AF
145
Allworth Financial
California
$217K
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$216K
MIM
147
MTM Investment Management
South Carolina
$211K
Mariner
148
Mariner
Kansas
$211K
CS
149
Capital Square
Tennessee
$210K
KPWS
150
Kestra Private Wealth Services
Texas
$205K