ABLE Financial Group
FXH icon

ABLE Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

ABLE Financial Group’s Portfolio FXH Stock Details FXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.31M Buy
25,307
+5,396
+27% +$698K 0.52% 51
2026
Q2 		$2.44M Buy
+19,911
New +$2.28M 0.41% 60
2025
Q4 		– Sell
-1,851
Closed -$203K – 217
2025
Q3 		$203K Sell
1,851
-555
-23% -$58.2K 0.04% 201
2025
Q2 		$249K Sell
2,406
-99
-4% -$9.9K 0.06% 178
2025
Q1 		$260K Sell
2,505
-1,738
-41% -$186K 0.07% 162
2024
Q4 		$442K Sell
4,243
-726
-15% -$78.8K 0.13% 111
2024
Q3 		$556K Sell
4,969
-112
-2% -$12.3K 0.17% 95
2024
Q2 		$531K Buy
5,081
+194
+4% +$20.4K 0.19% 88
2024
Q1 		$536K Sell
4,887
-284
-5% -$30K 0.21% 84
2023
Q4 		$536K Sell
5,171
-983
-16% -$94.7K 0.23% 77
2023
Q3 		$598K Buy
6,154
+476
+8% +$49.4K 0.3% 64
2023
Q2 		$615K Buy
5,678
+1,128
+25% +$121K 0.32% 59
2023
Q1 		$489K Buy
+4,550
New +$495K 0.32% 67

Other funds holding FXH

Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

ABLE Financial Group's FXH Position: Q3 2026 in Review

ABLE Financial Group increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 27% in Q3 2026, buying an estimated $698K and bringing the position to 25,307 shares worth $3.31M. The position accounts for 0.52% of the portfolio, ranked #51.

ABLE Financial Group first reported a position in FXH in Q1 2023 and has held it in 13 quarters since. 34 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

  • ABLE Financial Group held 25,307 shares of First Trust Health Care AlphaDEX Fund worth $3.31M as of Q3 2026.
  • ABLE Financial Group bought 5,396 First Trust Health Care AlphaDEX Fund shares in Q3 2026, an estimated $698K.
  • First Trust Health Care AlphaDEX Fund made up 0.52% of ABLE Financial Group's portfolio in Q3 2026, its #51 holding.
  • ABLE Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and has held it in 13 quarters since.
  • 34 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.