We are live on ! Find out more
FXH icon

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
NS
176
NBC Securities
Alabama
$84.3K -$11.3K -100 -12%
SGK
177
Steigerwald Gordon & Koch
Virginia
$79.9K
HWA
178
HHM Wealth Advisors
Tennessee
$65.2K -$11.3K -100 -14%
BlackRock
179
BlackRock
New York
$64.9K +$30.7K +271 +85%
AA
180
Addison Advisors
Vermont
$60K
HBW
181
Hazlett, Burt & Watson
West Virginia
$57K
AG
182
AmeriFlex Group
Nevada
$56.7K -$11.2K -99 -16%
RWM
183
RMG Wealth Management
Wisconsin
$56.5K -$29.3K -258 -34%
FFA
184
Founders Financial Alliance
North Carolina
$55.4K +$57.3K +505 New
RIL
185
Rothschild Investment LLC
Illinois
$54.9K +$56.7K +500 New
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$54.7K
CAL
187
Capital Analysts LLC
Pennsylvania
$49K
BTI
188
Blue Trust Inc
Georgia
$44.4K +$113 +1 +0.2%
ASN
189
Advisory Services Network
Georgia
$41.7K +$43.1K +380 New
CBT
190
Crews Bank & Trust
Florida
$38.7K
CIAS
191
Capital Investment Advisory Services
North Carolina
$38.4K +$5.1K +45 +15%
CCMI
192
Creative Capital Management Investments
California
$38.3K
MA
193
MCF Advisors
Kentucky
$35.8K
AIM
194
Anchor Investment Management
South Carolina
$35.1K
PWA
195
Physician Wealth Advisors
Utah
$33.6K
RF
196
Rossby Financial
Florida
$26.7K -$1.47K -13 -5%
Q1WB
197
Quest 10 Wealth Builders
Virginia
$24.5K
WIM
198
Westside Investment Management
California
$23.7K
HWM
199
HighMark Wealth Management
Minnesota
$23.1K
PB
200
Pinnacle Bancorp
Nebraska
$22K

FXH Hedge Fund Activity: Q1 2026 in Review

238 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2026, worth a combined $443M — down 13% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 59 added to existing stakes and 86 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $443M of First Trust Health Care AlphaDEX Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2026 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2026 was Susquehanna International Group, an estimated $2.76M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2026.