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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $443M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

0% more funds holding

Funds holding: 238238 (0)

1.97% less ownership

Funds ownership: 54.28%52.32% (-2%)

13% less capital invested

Capital invested by funds: $509M → $443M (-$65.6M)

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
201
Asset Dedication LLC
California
$19.3K
GEA
202
Glen Eagle Advisors
New Jersey
$19.3K +$113 +1 +0.6%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$19.2K
William Blair & Company
204
William Blair & Company
Illinois
$18.1K
HAP
205
Harbor Asset Planning
Massachusetts
$17K +$113 +1 +0.6%
GFA
206
Godfrey Financial Associates
New York
$16.5K +$17K +150 New
FFO
207
Fortitude Family Office
Arizona
$15.4K
HPC
208
HM Payson & Co
Maine
$13.7K
PWPS
209
Pinnacle Wealth Planning Services
Ohio
$12.6K
AF
210
Advisornet Financial
Minnesota
$11.7K
JWM
211
JPL Wealth Management
Colorado
$11K +$11.3K +100 New
AAP
212
Arax Advisory Partners
Colorado
$10.3K -$3.06K -27 -22%
PSFG
213
Park Square Financial Group
Georgia
$10.1K
Citigroup
214
Citigroup
New York
$9.88K
FP
215
Financial Perspectives
Minnesota
$9.33K
QC
216
Quent Capital
New York
$8.26K
CFB
217
Cullen/Frost Bankers
Texas
$8.24K +$5.56K +49 +188%
AA
218
Ancora Advisors
Ohio
$7.46K
DPW
219
DiNuzzo Private Wealth
Pennsylvania
$6.26K
TCM
220
TD Capital Management
Tennessee
$5.59K
AIP
221
Ameritas Investment Partners
Nebraska
$5.49K
MAS
222
MPWM Advisory Solutions
Georgia
$5.05K +$5.22K +46 New
SL
223
Salomon & Ludwin
Virginia
$4.42K
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$4.06K -$1.59K -14 -27%
S
225
SignatureFD
Georgia
$3.51K

FXH Hedge Fund Activity: Q1 2026 in Review

238 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2026, worth a combined $443M — down 13% from $509M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 59 added to existing stakes and 86 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $443M of First Trust Health Care AlphaDEX Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2026 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2026 was Susquehanna International Group, an estimated $2.76M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2026.