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First Trust Health Care AlphaDEX Fund

244 hedge funds and large institutions have $492M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
AA
151
Armis Advisers
Georgia
$214K
RIS
152
Richmond Investment Services
Wisconsin
$214K
CCA
153
Clearwater Capital Advisors
Illinois
$207K
RFG
154
REAP Financial Group
Texas
$206K
SCA
155
Snowden Capital Advisors
New York
$206K
OBWG
156
Onyx Bridge Wealth Group
New York
$205K
FHA
157
Flagship Harbor Advisors
Massachusetts
$204K
WS
158
Wedbush Securities
California
$201K
AF
159
Allworth Financial
California
$168K
CFD
160
Creative Financial Designs
Indiana
$151K
RFA
161
Register Financial Advisors
Georgia
$146K
Russell Investments Group
162
Russell Investments Group
United Kingdom
$136K
CA
163
CoreCap Advisors
Michigan
$134K
TWM
164
Topsail Wealth Management
North Carolina
$133K
TSMHT
165
Thurston Springer Miller Herd & Titak
Indiana
$124K
WSFS
166
Wilmington Savings Fund Society
Delaware
$117K
AP
167
Atwood & Palmer
Missouri
$113K
NS
168
NBC Securities
Alabama
$101K
T
169
Tidemark
California
$99.2K
Bessemer Group
170
Bessemer Group
New Jersey
$97K
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$86K
AWM
172
AE Wealth Management
Kansas
$83.3K
SS
173
Sunbelt Securities
Texas
$83.1K
TC
174
Truvestments Capital
Florida
$83K
HWA
175
HHM Wealth Advisors
Tennessee
$71.9K