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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

221 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
Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
42
Reduced
93
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
Rockport Wealth
Ohio
$15.7M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
$4.32M
4
Corient Private Wealth
Corient Private Wealth
Florida
$3.21M
5
PWA
PCG Wealth Advisors
Kansas
$1.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$38.1M
2
PCH
PGIM Custom Harvest
New Jersey
$6.19M
3
Morgan Stanley
Morgan Stanley
New York
$105M
4
LPL Financial
LPL Financial
California
$32M
5
Ameriprise
Ameriprise
Minnesota
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
201
Dunhill Financial
United Kingdom
$10.4K – – –
FAM
202
Flaharty Asset Management
Florida
$10.1K – – –
AA
203
Ancora Advisors
Ohio
$7.05K – – –
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$6.22K +$6.22K +60 New
DPW
205
DiNuzzo Private Wealth
Pennsylvania
$5.91K – – –
TIM
206
Tortoise Investment Management
New York
$5.91K – – –
TCM
207
TD Capital Management
Tennessee
$5.24K – – –
AIP
208
Ameritas Investment Partners
Nebraska
$5.18K – – –
T
209
Transce3nd
Texas
$4.67K -$2.59K -25 -36%
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$4.15K – – –
PS
211
Principal Securities
Iowa
$4.15K +$415 +4 +11%
SL
212
Salomon & Ludwin
Virginia
$4.12K – – –
LC
213
Luminist Capital
Michigan
$3.56K – – –
S
214
SignatureFD
Georgia
$3.32K – – –
WP
215
WealthShield Partners
North Carolina
$3.01K – – –
DFA
216
DHJJ Financial Advisors
Illinois
$2.09K – – –
LFG
217
Larson Financial Group
Missouri
$2.03K – – –
ACA
218
Aptus Capital Advisors
Alabama
$1.24K – – –
GWANC
219
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24K – – –
TRCT
220
Tower Research Capital (TRC)
New York
$207 -$207 -2 -50%
TFA
221
Transamerica Financial Advisors
Florida
$176 – – –
NMG
222
New Millennium Group
Utah
$8 – – –
MP
223
Moment Partners
California
– -$1.64M -15,862 Closed
VCM
224
Virtue Capital Management
Tennessee
– -$1.4M -13,564 Closed
Two Sigma Investments
225
Two Sigma Investments
New York
– -$891K -8,600 Closed
7 8
9
10 11