We are live on ! Find out more
FXH icon

First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $509M invested in First Trust Health Care AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

21% more call options, than puts

Call options by funds: $580K | Put options by funds: $478K

9% more funds holding

Funds holding: 219238 (+19)

8% more capital invested

Capital invested by funds: $469M → $509M (+$39.5M)

3.48% more ownership

Funds ownership: 50.8%54.28% (+3.5%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
80
Closed
16
Calls
$580K
Puts
$478K
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
151
HighPoint Advisor Group
Illinois
$211K +$210K +1,855 New
AAS
152
Ameritas Advisory Services
Nebraska
$210K -$19.6K -173 -9%
BCM
153
Brookstone Capital Management
Illinois
$203K +$203K +1,787 New
OBWG
154
Onyx Bridge Wealth Group
New York
$202K +$201K +1,772 New
BRWA
155
B. Riley Wealth Advisors
Florida
$201K +$201K +1,770 New
DWA
156
Delos Wealth Advisors
Texas
$188K
GI
157
GAMMA Investing
California
$179K +$113K +998 +174%
OP
158
ORG Partners
Indiana
$164K
RFA
159
Register Financial Advisors
Georgia
$154K -$5.67K -50 -4%
SIS
160
Sound Income Strategies
Florida
$136K +$112K +987 +517%
TWM
161
Topsail Wealth Management
North Carolina
$136K -$9.75K -86 -7%
RWM
162
RMG Wealth Management
Wisconsin
$133K +$9.41K +83 +12%
CA
163
CoreCap Advisors
Michigan
$130K -$17.1K -151 -12%
WSFS
164
Wilmington Savings Fund Society
Delaware
$128K -$49.9K -440 -28%
UBS AM
165
UBS AM
Illinois
$125K +$124K +1,098 New
FHA
166
Flagship Harbor Advisors
Massachusetts
$123K +$123K +1,084 New
T
167
Tidemark
California
$108K
AP
168
Atwood & Palmer
Missouri
$108K
CFD
169
Creative Financial Designs
Indiana
$107K -$680 -6 -0.6%
Bessemer Group
170
Bessemer Group
New Jersey
$106K
NS
171
NBC Securities
Alabama
$98.7K +$15.5K +137 +19%
SAM
172
Smartleaf Asset Management
Massachusetts
$98.3K +$907 +8 +0.9%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$95.3K
TC
174
Truvestments Capital
Florida
$91.9K +$113 +1 +0.1%
SS
175
Sunbelt Securities
Texas
$90.8K +$113 +1 +0.1%