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First Trust Health Care AlphaDEX Fund

237 hedge funds and large institutions have $442M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
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
Name Holding Trade Value Shares
Change
Change in
Stake
SGK
176
Steigerwald Gordon & Koch
Virginia
$79.9K
HWA
177
HHM Wealth Advisors
Tennessee
$65.2K
BlackRock
178
BlackRock
New York
$64.9K
AA
179
Addison Advisors
Vermont
$60K
HBW
180
Hazlett, Burt & Watson
West Virginia
$57K
AG
181
AmeriFlex Group
Nevada
$56.7K
RWM
182
RMG Wealth Management
Wisconsin
$56.5K
FFA
183
Founders Financial Alliance
North Carolina
$55.4K
RIL
184
Rothschild Investment LLC
Illinois
$54.9K
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$54.7K
CAL
186
Capital Analysts LLC
Pennsylvania
$49K
BTI
187
Blue Trust Inc
Georgia
$44.4K
ASN
188
Advisory Services Network
Georgia
$41.7K
CBT
189
Crews Bank & Trust
Florida
$38.7K
CIAS
190
Capital Investment Advisory Services
North Carolina
$38.4K
CCMI
191
Creative Capital Management Investments
California
$38.3K
MA
192
MCF Advisors
Kentucky
$35.8K
AIM
193
Anchor Investment Management
South Carolina
$35.1K
PWA
194
Physician Wealth Advisors
Utah
$33.6K
RF
195
Rossby Financial
Florida
$26.7K
Q1WB
196
Quest 10 Wealth Builders
Virginia
$24.5K
WIM
197
Westside Investment Management
California
$23.7K
HWM
198
HighMark Wealth Management
Minnesota
$23.1K
PB
199
Pinnacle Bancorp
Nebraska
$22K
ADL
200
Asset Dedication LLC
California
$19.3K