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First Trust Health Care AlphaDEX shares owned by CWM

Quarter-by-quarter ownership of First Trust Health Care AlphaDEX (FXH) shares owned by CWM from 13F filings

Historical chart of CWM investment in First Trust Health Care AlphaDEX

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All positions including First Trust Health Care AlphaDEX held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Health Care AlphaDEX by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 2.5k 109.54
2025-06-30 $257k 2.5k 103.55
2025-03-31 $267k 2.6k 103.65
2024-12-31 $269k 2.6k 104.26
2024-09-30 $325k 2.9k 111.84
2024-06-30 $253k 2.4k 104.68
2024-03-31 $265k 2.4k 109.64
2023-12-31 $250k 2.4k 103.48
2023-09-30 $236k 2.4k 97.16
2023-06-30 $262k 2.4k 108.44
2023-03-31 $260k 2.4k 107.62
2022-12-31 $259k 2.4k 108.55
2022-09-30 $235k 2.4k 97.11
2022-06-30 $259k 2.5k 103.11
2022-03-31 $303k 2.6k 114.56
2021-12-31 $468k 3.8k 124.17
2021-06-30 $296k 2.5k 116.95
2021-03-31 $296k 2.5k 116.95
2020-12-31 $296k 2.5k 116.95
2020-09-30 $296k 2.5k 116.95
2020-06-30 $296k 2.5k 116.95
2020-03-31 $296k 2.5k 116.95
2019-12-31 $296k 2.5k 116.95
2019-09-30 $296k 2.5k 116.95
2019-06-30 $296k 3.8k 77.55
2019-03-31 $22M 289k 76.41
2018-12-31 $21M 298k 68.87
2017-09-30 $6.0k 85 70.59
2017-06-30 $6.0k 85 70.59
2017-03-31 $5.0k 85 58.82
2016-12-31 $8.0k 144 55.56
2016-09-30 $12k 201 59.70
2016-06-30 $12k 201 59.70
2016-03-31 $9.0k 169 53.25
2015-12-31 $2.3M 39k 60.44
2015-09-30 $15k 262 57.25

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View all positions for CWM

Top funds holding First Trust Health Care AlphaDEX

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Rockport Wealth
Royal Bank of Canada
UBS Group
Goldman Sachs Group
Commonwealth Equity Services
Ameriprise Financial
Janney Montgomery Scott
Vestmark Advisory Solutions
Cetera Investment Advisers
Green Harvest Asset Management
Advisor Group Holdings

View all funds holding First Trust Health Care AlphaDEX