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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

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
–

Top Buyers

1
RW
Rockport Wealth
Ohio
$15.7M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
$4.32M
4
Corient Private Wealth
Corient Private Wealth
Florida
$3.21M
5
PWA
PCG Wealth Advisors
Kansas
$1.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$38.1M
2
PCH
PGIM Custom Harvest
New Jersey
$6.19M
3
Morgan Stanley
Morgan Stanley
New York
$105M
4
LPL Financial
LPL Financial
California
$32M
5
Ameriprise
Ameriprise
Minnesota
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$37K – – –
CBT
177
Crews Bank & Trust
Florida
$36.6K +$36.6K +353 New
CCMI
178
Creative Capital Management Investments
California
$36.2K – – –
MA
179
MCF Advisors
Kentucky
$33.8K – – –
AIM
180
Anchor Investment Management
South Carolina
$33.2K – – –
PWA
181
Physician Wealth Advisors
Utah
$31.7K – – –
CIAS
182
Capital Investment Advisory Services
North Carolina
$31.3K – – –
RF
183
Rossby Financial
Florida
$31.2K -$1.87K -18 -6%
PTC
184
Private Trust Company
Ohio
$22.6K – – –
WIM
185
Westside Investment Management
California
$22.4K – – –
HWM
186
HighMark Wealth Management
Minnesota
$21.8K – – –
PB
187
Pinnacle Bancorp
Nebraska
$20.7K – – –
SIS
188
Sound Income Strategies
Florida
$19.8K – – –
PSFG
189
Park Square Financial Group
Georgia
$19.7K – – –
ADL
190
Asset Dedication LLC
California
$18.2K – – –
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$18.1K – – –
GTAM
192
Global Trust Asset Management
Florida
$18.1K – – –
William Blair & Company
193
William Blair & Company
Illinois
$17.1K – – –
AssetMark Inc
194
AssetMark Inc
California
$16.8K -$12.1K -117 -42%
LWA
195
Lowe Wealth Advisors
Maryland
$16.7K – – –
HAP
196
Harbor Asset Planning
Massachusetts
$15.9K +$15.9K +153 New
AG
197
AmeriFlex Group
Nevada
$15.7K -$30.4K -295 -66%
AF
198
Advisornet Financial
Minnesota
$13.8K – – –
AAP
199
Arax Advisory Partners
Colorado
$12.5K +$7.78K +75 +163%
GEA
200
Glen Eagle Advisors
New Jersey
$10.4K – – –
6 7
8
9 10