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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

221 hedge funds and large institutions have $459M invested in First Trust Health Care AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
42
Reduced
93
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
Rockport Wealth
Ohio
$15.7M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
$4.32M
4
Corient Private Wealth
Corient Private Wealth
Florida
$3.21M
5
PWA
PCG Wealth Advisors
Kansas
$1.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$38.1M
2
PCH
PGIM Custom Harvest
New Jersey
$6.19M
3
Morgan Stanley
Morgan Stanley
New York
$105M
4
LPL Financial
LPL Financial
California
$32M
5
Ameriprise
Ameriprise
Minnesota
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M -$9.85M -95,002 -9%
Wells Fargo
2
Wells Fargo
California
$38.1M -$13M -125,248 -25%
LPL Financial
3
LPL Financial
California
$32M -$2.78M -26,781 -8%
Bank of America
4
Bank of America
North Carolina
$26.8M -$1.71M -16,471 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$26.4M -$1.55M -14,908 -6%
UBS Group
6
UBS Group
Switzerland
$17.1M -$708K -6,832 -4%
RW
7
Rockport Wealth
Ohio
$15.7M +$15.7M +151,419 New
VAS
8
Vestmark Advisory Solutions
Massachusetts
$12.9M +$6.73M +64,914 +110%
Goldman Sachs
9
Goldman Sachs
New York
$12.5M -$326K -3,145 -3%
Ameriprise
10
Ameriprise
Minnesota
$10.5M -$2.74M -26,426 -21%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.67M -$218K -2,101 -2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$7.73M -$88.8K -856 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.86M +$131K +1,258 +2%
PCH
14
PGIM Custom Harvest
New Jersey
$6.19M -$10.5M -101,492 -63%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.11M -$184K -1,779 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$5.68M -$965K -9,310 -15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.14M -$34.5K -333 -0.7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.87M +$198K +1,911 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$4.32M +$3.3M +31,827 +324%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.66M -$118K -1,134 -3%
SA
21
SFI Advisors
New Jersey
$3.57M -$183K -1,768 -5%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.5M +$217K +2,097 +7%
HFP
23
Holistic Financial Partners
Indiana
$3.45M -$1.07M -10,294 -24%
PAG
24
Private Advisor Group
New Jersey
$3.41M +$229K +2,212 +7%
Stifel Financial
25
Stifel Financial
Missouri
$3.41M +$1.05M +10,127 +45%
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