FXH — First Trust Health Care Alphadex Fund Institutional Holders · Q3 2026
Who owns First Trust Health Care Alphadex Fund (FXH)? 8 institutions reported holding $4.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($2.6M), CX Institutional ($807,000), GoalVest Advisory LLC ($513,155).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $2.6M | 20,084 | Added |
| 2 | CX Institutional | $807,000 | 6,176 | Added |
| 3 | GoalVest Advisory LLC | $513,155 | 3,925 | Hold |
| 4 | Dominguez Wealth Management Solutions, Inc. | $328,199 | 2,510 | Trimmed |
| 5 | GAMMA Investing LLC | $196,241 | 1,501 | Hold |
| 6 | ATWOOD & PALMER INC | $124,203 | 950 | Hold |
| 7 | CoreCap Advisors, LLC | $110,083 | 842 | Trimmed |
| 8 | First Heartland Consultants, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30