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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $469M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $460M → $469M (+$9.51M)

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 223219 (-4)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 86

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
151
Atwood & Palmer
Missouri
$104K -$14.7K -140 -13%
CFD
152
Creative Financial Designs
Indiana
$104K -$51.4K -490 -34%
Bessemer Group
153
Bessemer Group
New Jersey
$103K
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$91.7K
SAM
155
Smartleaf Asset Management
Massachusetts
$91.4K
TC
156
Truvestments Capital
Florida
$88.4K +$419 +4 +0.5%
SS
157
Sunbelt Securities
Texas
$87.4K -$3.25K -31 -4%
NS
158
NBC Securities
Alabama
$80.1K +$1.05K +10 +1%
SGK
159
Steigerwald Gordon & Koch
Virginia
$79.8K +$76.3K +728 New
RWM
160
RMG Wealth Management
Wisconsin
$76.7K
HWA
161
HHM Wealth Advisors
Tennessee
$76.1K
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$74.6K
AG
163
AmeriFlex Group
Nevada
$70.4K +$51.4K +490 +322%
GI
164
GAMMA Investing
California
$63.1K
AA
165
Addison Advisors
Vermont
$60K
AWM
166
AE Wealth Management
Kansas
$58.3K -$5.87K -56 -10%
HBW
167
Hazlett, Burt & Watson
West Virginia
$57K
FFA
168
Founders Financial Alliance
North Carolina
$55.2K +$52.7K +503 New
CAL
169
Capital Analysts LLC
Pennsylvania
$49K -$2.52K -24 -5%
CAM
170
Creekmur Asset Management
Illinois
$45.6K
BTI
171
Blue Trust Inc
Georgia
$44.2K -$20.8K -198 -33%
ASN
172
Advisory Services Network
Georgia
$41.7K +$39.8K +380 New
US Bancorp
173
US Bancorp
Minnesota
$39.9K -$3.88K -37 -9%
CBT
174
Crews Bank & Trust
Florida
$38.7K
CCMI
175
Creative Capital Management Investments
California
$38.3K