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First Trust Health Care AlphaDEX Fund
FXH

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: 238 → 238 (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: 1 → 0 (-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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.76M
2
Jane Street
Jane Street
New York
+$1.77M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.72M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.44M
5
KWA
Kingswood Wealth Advisors
California
+$1.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$6.69M
3
Ameriprise
Ameriprise
Minnesota
-$4.63M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$3.99M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$205K -$149K -1,318 -41%
RWP
152
Ridgeline Wealth Planning
Ohio
$204K – – –
HAG
153
HighPoint Advisor Group
Illinois
$204K +$113 +1 +0.1%
AAS
154
Ameritas Advisory Services
Nebraska
$203K – – –
RFG
155
REAP Financial Group
Texas
$183K -$52.6K -464 -22%
DWA
156
Delos Wealth Advisors
Texas
$181K – – –
GI
157
GAMMA Investing
California
$165K -$8.05K -71 -5%
GSEP
158
Golden State Equity Partners
California
$158K +$163K +1,438 New
PA
159
Parallel Advisors
California
$151K +$133K +1,172 +586%
RFA
160
Register Financial Advisors
Georgia
$149K – – –
Russell Investments Group
161
Russell Investments Group
United Kingdom
$138K +$54.9K +484 +62%
CFD
162
Creative Financial Designs
Indiana
$135K +$32.4K +286 +30%
TWM
163
Topsail Wealth Management
North Carolina
$131K – – –
ATPW
164
Ashton Thomas Private Wealth
Arizona
$126K +$131K +1,152 New
CA
165
CoreCap Advisors
Michigan
$125K – – –
TPWA
166
Twin Peaks Wealth Advisors
California
$122K +$126K +1,111 New
T
167
Tidemark
California
$105K – – –
AP
168
Atwood & Palmer
Missouri
$104K – – –
Bessemer Group
169
Bessemer Group
New Jersey
$103K – – –
WSFS
170
Wilmington Savings Fund Society
Delaware
$98.8K -$25.5K -225 -20%
SAM
171
Smartleaf Asset Management
Massachusetts
$94K +$4.54K +40 +5%
SIS
172
Sound Income Strategies
Florida
$92.9K -$38.3K -338 -29%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$92K – – –
TC
174
Truvestments Capital
Florida
$88.7K +$113 +1 +0.1%
SS
175
Sunbelt Securities
Texas
$87.6K – – –
5 6
7
8 9

FXH Hedge Fund Activity: Q1 2026 in Review

238 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2026, worth a combined $443M — down 13% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 59 added to existing stakes and 86 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $443M of First Trust Health Care AlphaDEX Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2026 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2026 was Susquehanna International Group, an estimated $2.76M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2026.