CX Institutional
FXH icon

CX Institutional’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

CX Institutional’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 		$807K Buy
6,176
+35
+0.6% +$4.53K 0.02% 366
2026
Q2 		$752K Sell
6,141
-5,538
-47% -$635K 0.02% 374
2026
Q1 		$1.28M Buy
11,679
+3,738
+47% +$424K 0.04% 303
2025
Q4 		$904K Sell
7,941
-4,267
-35% -$484K 0.03% 304
2025
Q3 		$1.34M Buy
12,208
+2,085
+21% +$219K 0.04% 254
2025
Q2 		$1.05M Sell
10,123
-8,617
-46% -$866K 0.04% 262
2025
Q1 		$1.94M Buy
+18,740
New +$2.01M 0.07% 195
2024
Q3 		– Sell
-349
Closed -$36.5K – 567
2024
Q2 		$36.5K Buy
+349
New +$36.7K ﹤0.01% 542
2024
Q1 		– Sell
-2,081
Closed -$215K – 552
2023
Q4 		$215K Sell
2,081
-7,151
-77% -$689K 0.01% 478
2023
Q3 		$897K Buy
+9,232
New +$958K 0.05% 266
2022
Q3 		– Sell
-4,529
Closed -$467K – 727
2022
Q2 		$467K Buy
+4,529
New +$488K 0.04% 349
2019
Q3 		– Sell
-192
Closed -$15K – 851
2019
Q2 		$15K Sell
192
-170
-47% -$12.6K ﹤0.01% 424
2019
Q1 		$28K Buy
+362
New +$27K ﹤0.01% 375
2018
Q4 		– Sell
-884
Closed -$75K – 539
2018
Q3 		$75K Buy
+884
New +$70.6K 0.02% 161

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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

CX Institutional's FXH Position: Q3 2026 in Review

CX Institutional increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.57% in Q3 2026, buying an estimated $4.53K and bringing the position to 6,176 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #366.

CX Institutional first reported a position in FXH in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.94M in Q1 2025. 52 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

  • CX Institutional held 6,176 shares of First Trust Health Care AlphaDEX Fund worth $807K as of Q3 2026.
  • CX Institutional bought 35 First Trust Health Care AlphaDEX Fund shares in Q3 2026, an estimated $4.53K.
  • First Trust Health Care AlphaDEX Fund made up 0.02% of CX Institutional's portfolio in Q3 2026, its #366 holding.
  • CX Institutional first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and has held it in 14 quarters since.
  • CX Institutional's First Trust Health Care AlphaDEX Fund position peaked at $1.94M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.