Key Capital Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Key Capital Management’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	$979	Hold	8	–	–	﹤0.01%	659
2026 Q1	$878	Buy	+8	New	+$907	﹤0.01%	615

Other funds holding FXH

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Key Capital Management's FXH Position: Q2 2026 in Review

Key Capital Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 8 shares worth $979. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Key Capital Management first reported a position in FXH in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Key Capital Management held 8 shares of First Trust Health Care AlphaDEX Fund worth $979 as of Q2 2026.
Key Capital Management 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 Key Capital Management's portfolio in Q2 2026, its #659 holding.
Key Capital Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
140 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.