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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $469M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $460M → $469M (+$9.51M)

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 223219 (-4)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 86

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MCF Advisors
Kentucky
$35.8K
AIM
177
Anchor Investment Management
South Carolina
$35.1K
BlackRock
178
BlackRock
New York
$35.1K -$21K -200 -38%
RF
179
Rossby Financial
Florida
$33.6K
PWA
180
Physician Wealth Advisors
Utah
$33.6K
CIAS
181
Capital Investment Advisory Services
North Carolina
$33.1K
GEA
182
Glen Eagle Advisors
New Jersey
$30.2K +$18.4K +175 +175%
Q1WB
183
Quest 10 Wealth Builders
Virginia
$24.5K
GWSG
184
GPS Wealth Strategies Group
Colorado
$24K -$14.5K -138 -39%
PTC
185
Private Trust Company
Ohio
$23.9K
WIM
186
Westside Investment Management
California
$23.7K
HWM
187
HighMark Wealth Management
Minnesota
$23K
PB
188
Pinnacle Bancorp
Nebraska
$21.9K
SIS
189
Sound Income Strategies
Florida
$21.4K
ADL
190
Asset Dedication LLC
California
$19.3K
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$19.2K
GTAM
192
Global Trust Asset Management
Florida
$19.2K
William Blair & Company
193
William Blair & Company
Illinois
$18.1K
LWA
194
Lowe Wealth Advisors
Maryland
$17.7K
HAP
195
Harbor Asset Planning
Massachusetts
$16.9K +$105 +1 +0.7%
AF
196
Advisornet Financial
Minnesota
$14.6K
HPC
197
HM Payson & Co
Maine
$13.7K
AssetMark Inc
198
AssetMark Inc
California
$13.1K -$4.51K -43 -27%
JWM
199
JPL Wealth Management
Colorado
$11K +$10.5K +100 New
PSFG
200
Park Square Financial Group
Georgia
$10.1K -$10.3K -98 -52%