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First Trust Health Care AlphaDEX Fund
FXH

238 hedge funds and large institutions have $509M invested in First Trust Health Care AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

21% more call options, than puts

Call options by funds: $580K | Put options by funds: $478K

9% more funds holding

Funds holding: 219 → 238 (+19)

8% more capital invested

Capital invested by funds: $469M → $509M (+$39.5M)

3.48% more ownership

Funds ownership: 50.8% → 54.28% (+3.5%)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
80
Closed
16
Calls
$580K
Puts
$478K
Net Calls
+$102K
Net Calls Change
+$102K

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$5.37M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$3.97M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.34M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.55M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.19M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.96M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17M
4
UBS Group
UBS Group
Switzerland
-$927K
5
HFP
Holistic Financial Partners
Indiana
-$891K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
176
Russell Investments Group
United Kingdom
$88.3K -$32.2K -284 -27%
SGK
177
Steigerwald Gordon & Koch
Virginia
$82.9K – – –
HWA
178
HHM Wealth Advisors
Tennessee
$79K – – –
AG
179
AmeriFlex Group
Nevada
$70.1K -$2.95K -26 -4%
AA
180
Addison Advisors
Vermont
$62.3K – – –
HBW
181
Hazlett, Burt & Watson
West Virginia
$60K – – –
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$56.7K +$51.9K +458 +1,145%
CAL
183
Capital Analysts LLC
Pennsylvania
$51K – – –
BTI
184
Blue Trust Inc
Georgia
$46K +$113 +1 +0.2%
CBT
185
Crews Bank & Trust
Florida
$40.2K – – –
CCMI
186
Creative Capital Management Investments
California
$39.7K – – –
MA
187
MCF Advisors
Kentucky
$37.1K – – –
AIM
188
Anchor Investment Management
South Carolina
$36.4K – – –
BlackRock
189
BlackRock
New York
$36.4K – – –
PWA
190
Physician Wealth Advisors
Utah
$34.8K – – –
CIAS
191
Capital Investment Advisory Services
North Carolina
$34.7K +$340 +3 +1%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$29K -$48.2K -425 -63%
RF
193
Rossby Financial
Florida
$28.9K -$5.33K -47 -16%
Q1WB
194
Quest 10 Wealth Builders
Virginia
$25.4K – – –
WIM
195
Westside Investment Management
California
$24.6K – – –
HWM
196
HighMark Wealth Management
Minnesota
$23.9K – – –
PB
197
Pinnacle Bancorp
Nebraska
$22.8K – – –
PA
198
Parallel Advisors
California
$22.8K +$22.7K +200 New
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$21.1K +$21K +185 New
ADL
200
Asset Dedication LLC
California
$20K – – –
6 7
8
9 10

FXH Hedge Fund Activity: Q4 2025 in Review

238 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2025, worth a combined $509M — up 8.4% from $469M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FXH positions and 16 closed out — a net gain of 22 holders — while 59 added to existing stakes and 80 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $5.37M. The largest seller was Royal Bank of Canada, cutting an estimated $8.96M.

  • 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2025, up from 219 in Q3 2025.
  • Funds reported $509M of First Trust Health Care AlphaDEX Fund stock for Q4 2025, up 8.4% quarter-over-quarter.
  • 38 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2025 and 16 closed out, a net change of +22 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2025 was Raymond James Financial, an estimated $5.37M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q4 2025 was Royal Bank of Canada, an estimated $8.96M sold.

Based on aggregated 13F filings for Q4 2025.