Cambridge Investment Research Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cambridge Investment Research Advisors’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 Q1	$5.42M	Sell	49,347 -14,698	-23%	-$1.67M	0.01%	921
2025 Q4	$7.29M	Buy	64,045 +19,310	+43%	+$2.19M	0.02%	729
2025 Q3	$4.91M	Sell	44,735 -2,271	-5%	-$238K	0.01%	930
2025 Q2	$4.87M	Buy	47,006 +1,911	+4%	+$192K	0.01%	872
2025 Q1	$4.67M	Sell	45,095 -22,946	-34%	-$2.46M	0.02%	838
2024 Q4	$7.08M	Sell	68,041 -4,929	-7%	-$535K	0.02%	628
2024 Q3	$8.16M	Sell	72,970 -5,728	-7%	-$627K	0.03%	578
2024 Q2	$8.22M	Buy	78,698 +2,105	+3%	+$221K	0.03%	543
2024 Q1	$8.39M	Sell	76,593 -603	-0.8%	-$63.7K	0.03%	517
2023 Q4	$7.99M	Sell	77,196 -2,937	-4%	-$283K	0.03%	495
2023 Q3	$7.79M	Sell	80,133 -30,436	-28%	-$3.16M	0.04%	459
2023 Q2	$12M	Buy	110,569 +16,431	+17%	+$1.76M	0.05%	330
2023 Q1	$10.1M	Buy	94,138 +20,667	+28%	+$2.25M	0.05%	371
2022 Q4	$7.99M	Buy	73,471 +3,672	+5%	+$385K	0.04%	425
2022 Q3	$6.78M	Buy	69,799 +106	+0.2%	+$11.2K	0.04%	441
2022 Q2	$7.19M	Sell	69,693 -23,402	-25%	-$2.52M	0.04%	438
2022 Q1	$10.7M	Sell	93,095 -5,770	-6%	-$647K	0.05%	356
2021 Q4	$12.3M	Buy	98,865 +1,900	+2%	+$227K	0.05%	314
2021 Q3	$11.5M	Buy	96,965 +6,510	+7%	+$797K	0.06%	323
2021 Q2	$10.6M	Buy	90,455 +9,442	+12%	+$1.08M	0.05%	351
2021 Q1	$8.8M	Buy	81,013 +7,218	+10%	+$790K	0.05%	367
2020 Q4	$7.95M	Sell	73,795 -394	-0.5%	-$40.1K	0.05%	362
2020 Q3	$7.03M	Buy	74,189 +1,424	+2%	+$133K	0.05%	360
2020 Q2	$6.56M	Buy	72,765 +19,786	+37%	+$1.7M	0.05%	352
2020 Q1	$3.92M	Sell	52,979 -19,451	-27%	-$1.58M	0.04%	442
2019 Q4	$6.1M	Sell	72,430 -4,099	-5%	-$325K	0.05%	392
2019 Q3	$5.67M	Buy	76,529 +3,288	+4%	+$251K	0.05%	364
2019 Q2	$5.67M	Sell	73,241 -23,969	-25%	-$1.78M	0.05%	350
2019 Q1	$7.43M	Sell	97,210 -1,827	-2%	-$136K	0.07%	257
2018 Q4	$6.82M	Buy	99,037 +12,574	+15%	+$952K	0.08%	251
2018 Q3	$7.34M	Buy	86,463 +30,102	+53%	+$2.4M	0.07%	275
2018 Q2	$4.18M	Buy	56,361 +2,712	+5%	+$196K	0.04%	390
2018 Q1	$3.72M	Sell	53,649 -492	-0.9%	-$35.5K	0.04%	403
2017 Q4	$3.78M	Buy	54,141 +1,321	+3%	+$90.2K	0.04%	382
2017 Q3	$3.56M	Sell	52,820 -2,072	-4%	-$138K	0.05%	350
2017 Q2	$3.67M	Buy	54,892 +6,842	+14%	+$440K	0.05%	332
2017 Q1	$3M	Sell	48,050 -16,667	-26%	-$1.02M	0.05%	335
2016 Q4	$3.71M	Sell	64,717 -5,535	-8%	-$321K	0.07%	263
2016 Q3	$4.28M	Buy	70,252 +206	+0.3%	+$12.5K	0.08%	242
2016 Q2	$4.13M	Buy	70,046 +1,761	+3%	+$102K	0.09%	213
2016 Q1	$3.81M	Sell	68,285 -13,724	-17%	-$742K	0.09%	218
2015 Q4	$4.96M	Buy	82,009 +27,559	+51%	+$1.65M	0.12%	160
2015 Q3	$3.17M	Sell	54,450 -1,329	-2%	-$88.2K	0.09%	221
2015 Q2	$3.84M	Buy	55,779 +7,941	+17%	+$537K	0.11%	193
2015 Q1	$3.21M	Buy	47,838 +12,110	+34%	+$772K	0.09%	221
2014 Q4	$2.15M	Buy	35,728 +3,598	+11%	+$210K	0.07%	279
2014 Q3	$1.79M	Buy	32,130 +1,498	+5%	+$82.1K	0.05%	347
2014 Q2	$1.63M	Sell	30,632 -671	-2%	-$34.1K	0.06%	323
2014 Q1	$1.59M	Buy	31,303 +4,809	+18%	+$245K	0.06%	312
2013 Q4	$1.27M	Buy	26,494 +6,353	+32%	+$290K	0.05%	327
2013 Q3	$873K	Buy	20,141 +7,703	+62%	+$325K	0.04%	412
2013 Q2	$494K	Buy	+12,438	New	+$490K	0.03%	555

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

Cambridge Investment Research Advisors's FXH Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 23% in Q1 2026, selling an estimated $1.67M and leaving 49,347 shares worth $5.42M. The position accounts for 0.01% of the portfolio, ranked #921.

Cambridge Investment Research Advisors first reported a position in FXH in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.3M in Q4 2021. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Cambridge Investment Research Advisors held 49,347 shares of First Trust Health Care AlphaDEX Fund worth $5.42M as of Q1 2026.
Cambridge Investment Research Advisors sold 14,698 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $1.67M.
First Trust Health Care AlphaDEX Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #921 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and has held it in 52 quarters since.
Cambridge Investment Research Advisors's First Trust Health Care AlphaDEX Fund position peaked at $12.3M in Q4 2021.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.