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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

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. 252 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.
252 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.