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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
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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Top funds holding First Trust Health Care AlphaDEX

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Green Harvest Asset Management
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Cetera Investment Advisers
Goldman Sachs Group
Commonwealth Equity Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Vestmark Advisory Solutions
Advisor Group Holdings

View all funds holding First Trust Health Care AlphaDEX