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First Trust Health Care AlphaDEX shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in First Trust Health Care AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Health Care AlphaDEX held by GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $481k 4.4k 109.67
2025-06-30 $454k 4.4k 103.68
2025-03-31 $454k 4.4k 103.60
2024-12-31 $456k 4.4k 104.13
2024-09-30 $490k 4.4k 111.86
2024-06-30 $458k 4.4k 104.52
2024-03-31 $480k 4.4k 109.59

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View all positions for GoalVest Advisory

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