Capital Square
FXH icon

Capital Square’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Capital Square’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 		$271K Buy
2,073
+214
+12% +$27.7K 0.12% 171
2026
Q2 		$231K Sell
1,859
-9
-0.5% -$1.03K 0.1% 206
2026
Q1 		$210K Buy
+1,868
New +$212K 0.1% 210
2020
Q2 		– Sell
-317
Closed -$23K – 189
2020
Q1 		$23K Buy
+317
New +$25.8K 0.03% 279

Other funds holding FXH

Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Morey & Quinn Wealth Partners
Morey & Quinn Wealth Partners Omaha, Nebraska $153M AUM 19.09% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Capital Square's FXH Position: Q3 2026 in Review

Capital Square increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 12% in Q3 2026, buying an estimated $27.7K and bringing the position to 2,073 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #171.

Capital Square first reported a position in FXH in Q1 2020 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

  • Capital Square held 2,073 shares of First Trust Health Care AlphaDEX Fund worth $271K as of Q3 2026.
  • Capital Square bought 214 First Trust Health Care AlphaDEX Fund shares in Q3 2026, an estimated $27.7K.
  • First Trust Health Care AlphaDEX Fund made up 0.12% of Capital Square's portfolio in Q3 2026, its #171 holding.
  • Capital Square first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2020 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.