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First Trust Health Care AlphaDEX Fund

238 hedge funds and large institutions have $443M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

0% more funds holding

Funds holding: 238238 (0)

1.97% less ownership

Funds ownership: 54.28%52.32% (-2%)

13% less capital invested

Capital invested by funds: $509M → $443M (-$65.6M)

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90M -$20.9M -184,305 -18%
Bank of America
2
Bank of America
North Carolina
$32.7M -$1.32M -11,613 -4%
LPL Financial
3
LPL Financial
California
$30.9M -$1.12M -9,857 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$30.8M -$2.2M -19,401 -6%
Wells Fargo
5
Wells Fargo
California
$29.4M -$2.35M -20,732 -7%
RW
6
Rockport Wealth
Ohio
$15.9M -$796K -7,023 -5%
UBS Group
7
UBS Group
Switzerland
$12.9M -$508K -4,479 -4%
Goldman Sachs
8
Goldman Sachs
New York
$11.7M -$1.18M -10,428 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.57M +$1.44M +12,680 +19%
PFA
10
Perryman Financial Advisory
Texas
$7.99M +$10.9K +96 +0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.59M -$1.13M -9,966 -13%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$7.13M -$375K -3,307 -5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.84M -$798K -7,041 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.46M -$1.23M -10,846 -16%
PCH
15
PGIM Custom Harvest
New Jersey
$5.97M -$245K -2,163 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.42M -$1.67M -14,698 -23%
HighTower Advisors
17
HighTower Advisors
Illinois
$5M +$409K +3,606 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.33M -$1.55M -13,697 -26%
PFS
19
Paller Financial Services
Colorado
$4.07M -$131K -1,151 -3%
Ameriprise
20
Ameriprise
Minnesota
$3.84M -$4.63M -40,794 -54%
KWA
21
Kingswood Wealth Advisors
California
$3.53M +$1.29M +11,367 +55%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$3.53M -$147K -1,300 -4%
WA
23
Waverly Advisors
Alabama
$3.17M -$13K -115 -0.4%
Stifel Financial
24
Stifel Financial
Missouri
$3.11M +$1.04M +9,133 +48%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.67M +$2.76M +24,339 New