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First Trust Health Care AlphaDEX Fund

219 hedge funds and large institutions have $469M invested in First Trust Health Care AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $460M → $469M (+$9.51M)

0.14% more ownership

Funds ownership: 50.66%50.8% (+0.14%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 223219 (-4)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 86

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
86
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M -$1.83M -17,421 -2%
Bank of America
2
Bank of America
North Carolina
$34.3M +$5.7M +54,400 +21%
LPL Financial
3
LPL Financial
California
$32.2M -$1.57M -14,970 -5%
Wells Fargo
4
Wells Fargo
California
$31.1M -$8.78M -83,717 -23%
Raymond James Financial
5
Raymond James Financial
Florida
$27.7M -$261K -2,486 -1%
RW
6
Rockport Wealth
Ohio
$16.6M +$39.7K +379 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.8M +$8.97M +85,555 +145%
UBS Group
8
UBS Group
Switzerland
$14.3M -$3.68M -35,049 -21%
Goldman Sachs
9
Goldman Sachs
New York
$13.7M +$386K +3,678 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.04M -$1.13M -10,763 -12%
Ameriprise
11
Ameriprise
Minnesota
$8.93M -$2.06M -19,686 -19%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$7.59M -$561K -5,347 -7%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$6.6M -$6.71M -64,014 -52%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.49M +$457K +4,357 +8%
PCH
15
PGIM Custom Harvest
New Jersey
$6.4M -$149K -1,419 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.55M -$920K -8,776 -15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.91M -$238K -2,271 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.41M -$976K -9,307 -19%
Citadel Advisors
19
Citadel Advisors
Florida
$4.33M -$233K -2,220 -5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.7M -$157K -1,497 -4%
HFP
21
Holistic Financial Partners
Indiana
$3.63M -$23.2K -221 -0.7%
SA
22
SFI Advisors
New Jersey
$3.61M -$156K -1,486 -4%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.61M -$87.3K -833 -2%
PAG
24
Private Advisor Group
New Jersey
$3.46M -$143K -1,364 -4%
WA
25
Waverly Advisors
Alabama
$2.93M -$158K -1,505 -5%