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 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

PFS

Paller Financial Services Centennial, Colorado $134M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPA

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

CX Institutional's FXH Position: Q2 2026 in Review

CX Institutional reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 47% in Q2 2026, selling an estimated $635K and leaving 6,141 shares worth $752K. The position accounts for 0.02% of the portfolio, ranked #374.

CX Institutional first reported a position in FXH in Q3 2018 and has held it in 13 quarters since. The position peaked at $1.94M in Q1 2025. 31 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

CX Institutional held 6,141 shares of First Trust Health Care AlphaDEX Fund worth $752K as of Q2 2026.
CX Institutional sold 5,538 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $635K.
First Trust Health Care AlphaDEX Fund made up 0.02% of CX Institutional's portfolio in Q2 2026, its #374 holding.
CX Institutional first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and has held it in 13 quarters since.
CX Institutional's First Trust Health Care AlphaDEX Fund position peaked at $1.94M in Q1 2025.
31 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.