Capital Investment Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$38.4K Buy
350
+45
+15% +$5.1K ﹤0.01% 906
2025
Q4
$34.7K Buy
305
+3
+1% +$340 ﹤0.01% 882
2025
Q3
$33.1K Hold
302
﹤0.01% 836
2025
Q2
$31.3K Hold
302
﹤0.01% 817
2025
Q1
$31.3K Hold
302
﹤0.01% 765
2024
Q4
$31.4K Hold
302
﹤0.01% 710
2024
Q3
$33.8K Hold
302
﹤0.01% 746
2024
Q2
$31.6K Sell
302
-56
-16% -$5.88K ﹤0.01% 718
2024
Q1
$39.2K Hold
358
﹤0.01% 687
2023
Q4
$37.1K Buy
358
+108
+43% +$10.4K ﹤0.01% 705
2023
Q3
$24.3K Sell
250
-170
-40% -$17.6K ﹤0.01% 713
2023
Q2
$45.5K Hold
420
﹤0.01% 613
2023
Q1
$45.2K Hold
420
0.01% 605
2022
Q4
$45.7K Buy
420
+170
+68% +$17.8K 0.01% 624
2022
Q3
$24K Hold
250
﹤0.01% 632
2022
Q2
$26K Hold
250
﹤0.01% 651
2022
Q1
$29K Hold
250
﹤0.01% 670
2021
Q4
$31K Hold
250
﹤0.01% 641
2021
Q3
$30K Sell
250
-150
-38% -$18.4K ﹤0.01% 600
2021
Q2
$47K Hold
400
0.01% 589
2021
Q1
$43K Buy
400
+250
+167% +$27.4K 0.01% 553
2020
Q4
$16K Hold
150
﹤0.01% 591
2020
Q3
$14K Hold
150
﹤0.01% 526
2020
Q2
$14K Buy
+150
New +$12.9K ﹤0.01% 464
2019
Q4
Sell
-20
Closed -$1K 829
2019
Q3
$1K Hold
20
﹤0.01% 1324
2019
Q2
$2K Hold
20
﹤0.01% 1277
2019
Q1
$2K Hold
20
﹤0.01% 1104
2018
Q4
$1K Buy
+20
New +$1.51K ﹤0.01% 1127

Other funds holding FXH

Capital Investment Advisory Services's FXH Position: Q1 2026 in Review

Capital Investment Advisory Services increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 15% in Q1 2026, buying an estimated $5.1K and bringing the position to 350 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Capital Investment Advisory Services first reported a position in FXH in Q4 2018 and has held it in 28 quarters since. The position peaked at $47K in Q2 2021. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Capital Investment Advisory Services held 350 shares of First Trust Health Care AlphaDEX Fund worth $38.4K as of Q1 2026.
  • Capital Investment Advisory Services bought 45 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $5.1K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #906 holding.
  • Capital Investment Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and has held it in 28 quarters since.
  • Capital Investment Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $47K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.