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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $443M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

0% more funds holding

Funds holding: 238238 (0)

1.97% less ownership

Funds ownership: 54.28%52.32% (-2%)

13% less capital invested

Capital invested by funds: $509M → $443M (-$65.6M)

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
126
Americana Partners
Texas
$320K
Fidelity Investments
127
Fidelity Investments
Massachusetts
$319K -$24.8K -219 -7%
UBS AM
128
UBS AM
Illinois
$318K +$204K +1,802 +164%
SWMP
129
Signature Wealth Management Partners
New Jersey
$313K -$9.98K -88 -3%
LSIA
130
LaSalle St. Investment Advisors
Illinois
$313K +$1.13K +10 +0.4%
FTUS
131
Flow Traders U.S.
New York
$305K +$315K +2,774 New
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$301K -$71K -626 -19%
WIA
133
Wetzel Investment Advisors
Indiana
$301K
DWMS
134
Dominguez Wealth Management Solutions
Virginia
$294K +$454 +4 +0.1%
HHCP
135
Hilton Head Capital Partners
South Carolina
$284K -$21.3K -188 -7%
CKAIS
136
Christensen King & Associates Investment Services
Washington
$280K +$113 +1 +0%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$273K
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$271K -$34K -300 -11%
WS
139
Wedbush Securities
California
$263K -$4.31K -38 -2%
SWGC
140
Summit Wealth Group (Colorado)
Colorado
$250K -$4.2K -37 -2%
PAS
141
Park Avenue Securities
New York
$246K -$82.1K -724 -24%
PWM
142
Purus Wealth Management
California
$235K +$243K +2,142 New
NFG
143
Nations Financial Group
Iowa
$221K
CCA
144
Clearwater Capital Advisors
Illinois
$220K
PFA
145
Petra Financial Advisors
Colorado
$218K +$226K +1,990 New
AF
146
Allworth Financial
California
$217K -$340 -3 -0.2%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$216K +$202K +1,781 +963%
MIM
148
MTM Investment Management
South Carolina
$211K
Mariner
149
Mariner
Kansas
$211K -$1.93K -17 -0.9%
CS
150
Capital Square
Tennessee
$210K +$212K +1,868 New