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First Trust Health Care AlphaDEX Fund

221 hedge funds and large institutions have $458M invested in First Trust Health Care AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

62% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 37

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13M
2 -$10.5M
3 -$9.85M
4
LPL Financial
LPL Financial
California
-$2.78M
5
Ameriprise
Ameriprise
Minnesota
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
176
Crews Bank & Trust
Florida
$36.6K
CCMI
177
Creative Capital Management Investments
California
$36.2K
MA
178
MCF Advisors
Kentucky
$33.8K
AIM
179
Anchor Investment Management
South Carolina
$33.2K
PWA
180
Physician Wealth Advisors
Utah
$31.7K
CIAS
181
Capital Investment Advisory Services
North Carolina
$31.3K
RF
182
Rossby Financial
Florida
$31.2K
Q1WB
183
Quest 10 Wealth Builders
Virginia
$23.1K
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
GTAM
191
Global Trust Asset Management
Florida
$18.1K
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$18.1K
William Blair & Company
193
William Blair & Company
Illinois
$17.1K
AssetMark Inc
194
AssetMark Inc
California
$16.8K
LWA
195
Lowe Wealth Advisors
Maryland
$16.7K
HAP
196
Harbor Asset Planning
Massachusetts
$15.9K
AG
197
AmeriFlex Group
Nevada
$15.7K
AF
198
Advisornet Financial
Minnesota
$13.8K
HPC
199
HM Payson & Co
Maine
$13K
AAP
200
Arax Advisory Partners
Colorado
$12.5K