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First Trust Health Care AlphaDEX Fund

221 hedge funds and large institutions have $459M invested in First Trust Health Care AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
42
Reduced
93
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
151
Twin Peaks Wealth Advisors
California
$114K +$114K +1,111 New
AP
152
Atwood & Palmer
Missouri
$113K
T
153
Tidemark
California
$98.7K -$622 -6 -0.6%
Citigroup
154
Citigroup
New York
$97.8K +$78.1K +753 +396%
Bessemer Group
155
Bessemer Group
New Jersey
$97K
SWP
156
Strategic Wealth Partners
Ohio
$96.8K +$96.8K +934 New
SAM
157
Smartleaf Asset Management
Massachusetts
$87.4K +$82.9K +802 +1,823%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$86.9K +$932 +9 +1%
SS
159
Sunbelt Securities
Texas
$86.2K +$2.71K +26 +3%
TC
160
Truvestments Capital
Florida
$83.1K +$104 +1 +0.1%
NS
161
NBC Securities
Alabama
$74K -$26.8K -261 -27%
HWA
162
HHM Wealth Advisors
Tennessee
$72K
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$70.5K
RWM
164
RMG Wealth Management
Wisconsin
$67.7K +$67.7K +677 New
BTI
165
Blue Trust Inc
Georgia
$62.3K +$20.7K +200 +50%
AWM
166
AE Wealth Management
Kansas
$60.9K -$22.5K -217 -27%
GI
167
GAMMA Investing
California
$59.6K -$1.45K -14 -2%
AA
168
Addison Advisors
Vermont
$56.7K
HBW
169
Hazlett, Burt & Watson
West Virginia
$55K +$21.2K +203 +63%
BlackRock
170
BlackRock
New York
$53.9K
CAL
171
Capital Analysts LLC
Pennsylvania
$49K
TH
172
TCTC Holdings
Texas
$46.7K
MWM
173
MorganRosel Wealth Management
Colorado
$46.7K
CAM
174
Creekmur Asset Management
Illinois
$43.1K -$104 -1 -0.2%
US Bancorp
175
US Bancorp
Minnesota
$41.6K +$6.32K +61 +18%