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First Trust Health Care AlphaDEX Fund

244 hedge funds and large institutions have $492M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$63.7K
CSB
177
City State Bank
Iowa
$61.4K
GI
178
GAMMA Investing
California
$61K
AA
179
Addison Advisors
Vermont
$56.7K
BlackRock
180
BlackRock
New York
$53.9K
FFA
181
Founders Financial Alliance
North Carolina
$51.8K
CAL
182
Capital Analysts LLC
Pennsylvania
$49K
TH
183
TCTC Holdings
Texas
$46.6K
MWM
184
MorganRosel Wealth Management
Colorado
$46.6K
AG
185
AmeriFlex Group
Nevada
$46.3K
CAM
186
Creekmur Asset Management
Illinois
$43.2K
BTI
187
Blue Trust Inc
Georgia
$41.5K
GWSG
188
GPS Wealth Strategies Group
Colorado
$37K
CCMI
189
Creative Capital Management Investments
California
$36.2K
US Bancorp
190
US Bancorp
Minnesota
$35.2K
MA
191
MCF Advisors
Kentucky
$33.8K
AIM
192
Anchor Investment Management
South Carolina
$33.2K
HBW
193
Hazlett, Burt & Watson
West Virginia
$33K
PWA
194
Physician Wealth Advisors
Utah
$31.7K
RF
195
Rossby Financial
Florida
$31.5K
CIAS
196
Capital Investment Advisory Services
North Carolina
$31.3K
AssetMark Inc
197
AssetMark Inc
California
$28.9K
VWM
198
Valley Wealth Managers
New Jersey
$24K
Q1WB
199
Quest 10 Wealth Builders
Virginia
$23.1K
PTC
200
Private Trust Company
Ohio
$22.6K