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First Trust Health Care AlphaDEX Fund

223 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

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:

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
223
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
GWSG
176
GPS Wealth Strategies Group
Colorado
$37K
CBT
177
Crews Bank & Trust
Florida
$36.6K
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
Q1WB
184
Quest 10 Wealth Builders
Virginia
$23.1K
PTC
185
Private Trust Company
Ohio
$22.6K
WIM
186
Westside Investment Management
California
$22.4K
HWM
187
HighMark Wealth Management
Minnesota
$21.8K
PB
188
Pinnacle Bancorp
Nebraska
$20.7K
SIS
189
Sound Income Strategies
Florida
$19.8K
PSFG
190
Park Square Financial Group
Georgia
$19.7K
ADL
191
Asset Dedication LLC
California
$18.2K
GTAM
192
Global Trust Asset Management
Florida
$18.1K
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$18.1K
William Blair & Company
194
William Blair & Company
Illinois
$17.1K
AssetMark Inc
195
AssetMark Inc
California
$16.8K
LWA
196
Lowe Wealth Advisors
Maryland
$16.7K
HAP
197
Harbor Asset Planning
Massachusetts
$15.9K
AG
198
AmeriFlex Group
Nevada
$15.7K
AF
199
Advisornet Financial
Minnesota
$13.8K
HPC
200
HM Payson & Co
Maine
$13K