Farmers & Merchants Investments Inc’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Farmers & Merchants Investments Inc’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	$21.4K	Hold	175	–	–	﹤0.01%	594
2026 Q1	$19.2K	Hold	175	–	–	﹤0.01%	586
2025 Q4	$19.9K	Hold	175	–	–	﹤0.01%	561
2025 Q3	$19.2K	Hold	175	–	–	﹤0.01%	568
2025 Q2	$18.1K	Hold	175	–	–	﹤0.01%	569
2025 Q1	$18.1K	Hold	175	–	–	﹤0.01%	566
2024 Q4	$18.2K	Hold	175	–	–	﹤0.01%	586
2024 Q3	$19.6K	Hold	175	–	–	﹤0.01%	576
2024 Q2	$18.3K	Sell	175 -20	-10%	-$2.1K	﹤0.01%	580
2024 Q1	$21.4K	Hold	195	–	–	﹤0.01%	519
2023 Q4	$20.2K	Buy	195 +20	+11%	+$1.93K	﹤0.01%	510
2023 Q3	$17K	Hold	175	–	–	﹤0.01%	528
2023 Q2	$19K	Hold	175	–	–	﹤0.01%	525
2023 Q1	$18.8K	Hold	175	–	–	﹤0.01%	521
2022 Q4	$19K	Hold	175	–	–	﹤0.01%	539
2022 Q3	$17K	Hold	175	–	–	﹤0.01%	541
2022 Q2	$18K	Hold	175	–	–	﹤0.01%	565
2022 Q1	$20K	Hold	175	–	–	﹤0.01%	580
2021 Q4	$22K	Hold	175	–	–	﹤0.01%	568
2021 Q3	$21K	Hold	175	–	–	﹤0.01%	542
2021 Q2	$20K	Hold	175	–	–	﹤0.01%	489
2021 Q1	$19K	Hold	175	–	–	﹤0.01%	472
2020 Q4	$19K	Hold	175	–	–	﹤0.01%	467
2020 Q3	$17K	Hold	175	–	–	﹤0.01%	455
2020 Q2	$16K	Hold	175	–	–	﹤0.01%	455
2020 Q1	$13K	Hold	175	–	–	﹤0.01%	455
2019 Q4	$15K	Buy	+175	New	+$13.9K	﹤0.01%	477

Other funds holding FXH

LPL Financial San Diego, California $445B AUM 25.58% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Farmers & Merchants Investments Inc's FXH Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 175 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Farmers & Merchants Investments Inc first reported a position in FXH in Q4 2019 and has held it in 27 quarters since. The position peaked at $22K in Q4 2021. 159 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Farmers & Merchants Investments Inc held 175 shares of First Trust Health Care AlphaDEX Fund worth $21.4K as of Q2 2026.
Farmers & Merchants Investments Inc left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #594 holding.
Farmers & Merchants Investments Inc first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and has held it in 27 quarters since.
Farmers & Merchants Investments Inc's First Trust Health Care AlphaDEX Fund position peaked at $22K in Q4 2021.
159 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.