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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
Morgan Stanley
1
Morgan Stanley
New York
$114M +$1.31M +11,576 +1%
Bank of America
2
Bank of America
North Carolina
$35.2M -$393K -3,470 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$34.1M +$5.37M +47,348 +19%
LPL Financial
4
LPL Financial
California
$33.2M -$181K -1,599 -0.5%
Wells Fargo
5
Wells Fargo
California
$32.8M +$574K +5,066 +2%
RW
6
Rockport Wealth
Ohio
$17.3M -$5.44K -48 -0%
UBS Group
7
UBS Group
Switzerland
$13.9M -$927K -8,183 -6%
Goldman Sachs
8
Goldman Sachs
New York
$13.3M -$821K -7,241 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.01M -$377K -3,323 -4%
Ameriprise
10
Ameriprise
Minnesota
$8.63M -$645K -5,688 -7%
PFA
11
Perryman Financial Advisory
Texas
$8.28M +$8.24M +72,715 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.94M +$3.34M +29,501 +73%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.89M +$1.15M +10,191 +17%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$7.77M -$100K -883 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.44M -$8.96M -79,041 -55%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.29M +$2.19M +19,310 +43%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$6.69M -$153K -1,351 -2%
PCH
18
PGIM Custom Harvest
New Jersey
$6.43M -$205K -1,811 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.05M +$194K +1,716 +3%
Corient Private Wealth
20
Corient Private Wealth
Florida
$5.45M +$3.97M +35,075 +146%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.77M +$1.02M +9,041 +27%
PFS
22
Paller Financial Services
Colorado
$4.35M +$4.34M +38,256 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$3.8M -$39.6K -349 -1%
SA
24
SFI Advisors
New Jersey
$3.68M -$67.1K -592 -2%
WA
25
Waverly Advisors
Alabama
$3.3M +$256K +2,258 +8%