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First Trust Health Care AlphaDEX Fund

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: 219238 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$20K -$11.3K -100 -36%
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$19.9K
William Blair & Company
203
William Blair & Company
Illinois
$18.8K
HAP
204
Harbor Asset Planning
Massachusetts
$17.6K
BFS
205
Beacon Financial Strategies
North Carolina
$17.1K +$17K +150 New
FFO
206
Fortitude Family Office
Arizona
$15.9K +$15.9K +140 New
LWANC
207
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.8K +$14.7K +130 New
HPC
208
HM Payson & Co
Maine
$14.2K
AAP
209
Arax Advisory Partners
Colorado
$13.8K +$13.7K +121 New
PWPS
210
Pinnacle Wealth Planning Services
Ohio
$13.1K +$13K +115 New
AF
211
Advisornet Financial
Minnesota
$12.2K -$2.95K -26 -20%
Citigroup
212
Citigroup
New York
$10.2K -$210K -1,857 -95%
FP
213
Financial Perspectives
Minnesota
$9.68K +$9.63K +85 New
PSFG
214
Park Square Financial Group
Georgia
$9.58K
QC
215
Quent Capital
New York
$8.55K +$8.5K +75 New
AA
216
Ancora Advisors
Ohio
$7.74K
Simplex Trading
217
Simplex Trading
Illinois
$6.83K +$6.8K +60 New
DPW
218
DiNuzzo Private Wealth
Pennsylvania
$6.49K
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$5.8K -$1.02K -9 -15%
CTC
220
Central Trust Company
Missouri
$5.8K +$5.78K +51 New
TCM
221
TD Capital Management
Tennessee
$5.79K
AIP
222
Ameritas Investment Partners
Nebraska
$5.69K
SL
223
Salomon & Ludwin
Virginia
$4.66K
LC
224
Luminist Capital
Michigan
$3.87K
S
225
SignatureFD
Georgia
$3.64K