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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
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
40
Reduced
99
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M -$19.3M -186,376 -14%
Wells Fargo
2
Wells Fargo
California
$51M -$10.2M -98,649 -17%
LPL Financial
3
LPL Financial
California
$34.7M -$4.07M -39,267 -10%
Bank of America
4
Bank of America
North Carolina
$28.5M -$786K -7,589 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$28M -$1.87M -18,035 -6%
UBS Group
6
UBS Group
Switzerland
$17.8M -$3.63M -35,085 -17%
PCH
7
PGIM Custom Harvest
New Jersey
$16.7M -$1.21M -11,720 -7%
Ameriprise
8
Ameriprise
Minnesota
$13.2M +$3.56M +34,394 +37%
Goldman Sachs
9
Goldman Sachs
New York
$12.8M -$3.9M -37,633 -23%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.88M -$360K -3,478 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$7.81M -$449K -4,338 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.7M +$976K +9,417 +17%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.64M -$560K -5,407 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.28M -$694K -6,705 -10%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$6.14M -$561K -5,413 -8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.17M -$972K -9,380 -16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.67M -$2.38M -22,946 -34%
HFP
18
Holistic Financial Partners
Indiana
$4.51M -$389K -3,754 -8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$3.77M +$129K +1,242 +4%
SA
20
SFI Advisors
New Jersey
$3.75M +$3.75M +36,213 New
HighTower Advisors
21
HighTower Advisors
Illinois
$3.28M +$79.3K +765 +2%
PAG
22
Private Advisor Group
New Jersey
$3.18M -$25.6K -247 -0.8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.07M +$370K +3,576 +14%
WA
24
Waverly Advisors
Alabama
$2.93M -$5.08K -49 -0.2%
SPIA
25
Steward Partners Investment Advisory
New York
$2.68M -$167K -1,611 -6%