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First Trust Health Care AlphaDEX shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 1.8k 122.40

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sovereign Financial Group

Top funds holding First Trust Health Care AlphaDEX

Morgan Stanley
Bank of America Corporation
LPL Financial
Raymond James Financial
Wells Fargo & Company
Rockport Wealth
UBS Group
Goldman Sachs Group
Royal Bank of Canada
Perryman Financial Advisory Inc /ad
Commonwealth Equity Services
Janney Montgomery Scott
Cetera Investment Advisers
Envestnet Asset Management
Green Harvest Asset Management

View all funds holding First Trust Health Care AlphaDEX