IFG
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Independent Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Independent Financial Group’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 		$265K Buy
+2,167
New +$248K 0.01% 1317
2025
Q2 		– Sell
-1,944
Closed -$201K – 1318
2025
Q1 		$201K Sell
1,944
-155
-7% -$16.6K 0.01% 1116
2024
Q4 		$219K Hold
2,099
– – 0.01% 1056
2024
Q3 		$235K Sell
2,099
-298
-12% -$32.6K 0.01% 975
2024
Q2 		$251K Buy
2,397
+70
+3% +$7.35K 0.01% 923
2024
Q1 		$255K Sell
2,327
-673
-22% -$71.1K 0.01% 858
2023
Q4 		$311K Sell
3,000
-198
-6% -$19.1K 0.02% 708
2023
Q3 		$311K Buy
3,198
+243
+8% +$25.2K 0.02% 648
2023
Q2 		$320K Sell
2,955
-5,180
-64% -$555K 0.02% 623
2023
Q1 		$875K Buy
8,135
+697
+9% +$75.8K 0.07% 310
2022
Q4 		$809K Sell
7,438
-8,618
-54% -$904K 0.07% 296
2022
Q3 		$1.56M Sell
16,056
-172
-1% -$18.1K 0.14% 144
2022
Q2 		$1.67M Buy
16,228
+133
+0.8% +$14.3K 0.18% 138
2022
Q1 		$1.85M Sell
16,095
-270
-2% -$30.3K 0.15% 138
2021
Q4 		$2.03M Buy
16,365
+4,650
+40% +$557K 0.17% 128
2021
Q3 		$1.39M Sell
11,715
-19
-0.2% -$2.33K 0.14% 148
2021
Q2 		$1.37M Sell
11,734
-874
-7% -$99.7K 0.15% 159
2021
Q1 		$1.37M Sell
12,608
-2,217
-15% -$243K 0.18% 143
2020
Q4 		$1.6M Buy
14,825
+7,580
+105% +$771K 0.24% 102
2020
Q3 		$686K Buy
7,245
+2,626
+57% +$246K 0.13% 180
2020
Q2 		$417K Buy
+4,619
New +$396K 0.09% 249

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Independent Financial Group's FXH Position: Q2 2026 in Review

Independent Financial Group opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 2,167 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in FXH as recently as Q1 2025.

Independent Financial Group first reported a position in FXH in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.03M in Q4 2021. 31 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Independent Financial Group held 2,167 shares of First Trust Health Care AlphaDEX Fund worth $265K as of Q2 2026.
  • First Trust Health Care AlphaDEX Fund was a new Independent Financial Group position in Q2 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1317 holding.
  • Independent Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2020 and has held it in 21 quarters since.
  • Independent Financial Group's First Trust Health Care AlphaDEX Fund position peaked at $2.03M in Q4 2021.
  • 31 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.