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First Trust Health Care AlphaDEX Fund

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: 238238 (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: 10 (-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
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