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First Trust Health Care AlphaDEX Fund

244 hedge funds and large institutions have $492M invested in First Trust Health Care AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

48% less capital invested

Capital invested by funds: $947M → $492M (-$455M)

60% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 99

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
WIM
201
Westside Investment Management
California
$22.4K
HWM
202
HighMark Wealth Management
Minnesota
$21.8K
PB
203
Pinnacle Bancorp
Nebraska
$20.7K
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7K
SIS
205
Sound Income Strategies
Florida
$19.8K
PSFG
206
Park Square Financial Group
Georgia
$19.7K
Citigroup
207
Citigroup
New York
$19.7K
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$18.4K
ADL
209
Asset Dedication LLC
California
$18.2K
GTAM
210
Global Trust Asset Management
Florida
$18.1K
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$18.1K
William Blair & Company
212
William Blair & Company
Illinois
$17.1K
LWA
213
Lowe Wealth Advisors
Maryland
$16.7K
IHWM
214
Iron Horse Wealth Management
Iowa
$15.1K
HCP
215
Hexagon Capital Partners
Arkansas
$13.8K
AF
216
Advisornet Financial
Minnesota
$13.8K
LWANC
217
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.5K
HPC
218
HM Payson & Co
Maine
$12.9K
DF
219
Dunhill Financial
United Kingdom
$10.4K
GEA
220
Glen Eagle Advisors
New Jersey
$10.4K
FAM
221
Flaharty Asset Management
Florida
$10K
GWS
222
Glassman Wealth Services
Virginia
$9.32K
GFPC
223
Global Financial Private Client
Florida
$8.91K
T
224
Transce3nd
Texas
$7.25K
AA
225
Ancora Advisors
Ohio
$7.04K