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First Trust Health Care AlphaDEX Fund
FXH

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: 219 → 238 (+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

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$5.37M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$3.97M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.34M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.55M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.19M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.96M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17M
4
UBS Group
UBS Group
Switzerland
-$927K
5
HFP
Holistic Financial Partners
Indiana
-$891K
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 – – –
7 8
9
10 11

FXH Hedge Fund Activity: Q4 2025 in Review

238 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2025, worth a combined $509M — up 8.4% from $469M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FXH positions and 16 closed out — a net gain of 22 holders — while 59 added to existing stakes and 80 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $5.37M. The largest seller was Royal Bank of Canada, cutting an estimated $8.96M.

  • 238 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2025, up from 219 in Q3 2025.
  • Funds reported $509M of First Trust Health Care AlphaDEX Fund stock for Q4 2025, up 8.4% quarter-over-quarter.
  • 38 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2025 and 16 closed out, a net change of +22 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2025 was Raymond James Financial, an estimated $5.37M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q4 2025 was Royal Bank of Canada, an estimated $8.96M sold.

Based on aggregated 13F filings for Q4 2025.