First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
US ˙ ARCA ˙ US33734X1431

SecurityFXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership7,602 shares
Latest Disclosed Value $ 834,472
IFP Advisors, Inc reports 5.66% decrease in ownership of FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 7,602 shares of First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund (US:FXH) valued at $834,472 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,058 shares of First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund. This represents a change in shares of -5.66% during the quarter. The current value of the position is $869,673 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD cs 33734X143 7,602 -456 -5.66 834 -9.05 0.0173
2026-02-06 2025-12-31 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 8,058 -235 -2.83 917 0.88 0.0206
2026-02-06 2025-09-30 13F/A-1 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH cs 33734X143 8,293 -89 -1.06 910 4.60 0.0236
2025-12-02 2025-09-30 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH cs 33734X143 8,293 -89 910 0.0235
2025-07-24 2025-06-30 13F FIRST TR EXCHANGE TRADED cs 33734X143 8,382 -4,124 -32.98 869 -32.90 0.0247
2025-05-05 2025-03-31 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 12,506 -3,993 -24.20 1,296 -24.62 0.0399
2025-02-04 2024-12-31 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 16,499 -7,444 -31.09 1,718 -35.85 0.0563
2025-02-04 2024-09-30 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 23,943 -60 -0.25 2,678 6.78 0.0965
2024-07-30 2024-06-30 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 24,003 2,212 10.15 2,509 5.03 0.0996
2024-07-30 2024-03-31 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 21,791 -213 -0.97 2,388 4.83 0.1047
2024-01-09 2023-12-31 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 22,004 -258 -1.16 2,279 5.32 0.1076
2023-10-12 2023-09-30 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 22,262 210 0.95 2,163 -9.42 0.0972
2023-08-14 2023-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD cs 33734X143 22,052 190 0.87 2,389 48.32 0.0999
2023-08-04 2023-06-30 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 22,052 190 1,624 0.0751
2023-04-18 2023-03-31 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 21,862 -10,903 -33.28 1,610 80,400.00 0.0701
2023-02-07 2022-12-31 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 32,765 -1 -0.00 2 -99.92 0.0660
2022-11-08 2022-09-30 13F FIRST TR EXCHANGE TRADED FD cs 33734X143 32,766 7,264 28.48 2,490 31.61 0.0649
2022-09-06 2022-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD cs 33734X143 25,502 0 0.00 1,892 0.00 0.0607
2022-08-12 2022-06-30 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 6,094 -19,408 449 0.8038
2022-09-06 2022-03-31 13F/A-1 FIRST TR EXCHANGE TRADED FD cs 33734X143 25,502 16,257 175.85 1,892 64.52 0.0607
2022-08-08 2022-03-31 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 15,824 6,579 1,166 0.0238
2022-01-12 2021-12-31 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 9,245 -41 -0.44 1,150 3.88 0.0225
2021-10-06 2021-09-30 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 9,286 268 2.97 1,107 4.24 0.0221
2021-07-13 2021-06-30 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 9,018 495 5.81 1,062 14.94 0.0220
2021-04-30 2021-03-31 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 8,523 164 1.96 924 2.78 0.0180
2021-01-25 2020-12-31 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 8,359 -514 -5.79 899 7.15 0.0364
2020-10-29 2020-09-30 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 8,873 60 0.68 839 7.70 0.0501
2020-08-05 2020-06-30 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 8,813 -112 -1.25 779 19.30 0.0617
2020-05-12 2020-03-31 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 8,925 -645 -6.74 653 -19.28 0.0659
2020-01-17 2019-12-31 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 9,570 -26 -0.27 809 14.75 0.0608
2019-11-07 2019-09-30 13F FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH Stock 33734X143 9,596 960 11.12 705 6.50 0.0472
2019-05-15 2019-03-31 13F FIRST TRUST HEALTHCAREALPHADEX ETF ETF 33734X143 8,636 -1,937 -18.32 662 -7.67 0.0904
2019-06-03 2018-12-31 13F/A-10 FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD ETF 33734X143 10,573 -652 -5.81 717 -24.76 0.0437
2019-01-23 2018-12-31 13F FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD ETF 33734X143 10,573 -652 717 0.0437
2019-06-03 2018-09-30 13F/A-9 FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD ETF 33734X143 11,225 -575 -4.87 953 8.79 0.0388
2018-10-25 2018-09-30 13F FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD ETF 33734X143 11,225 -575 953 0.0388
2019-06-03 2018-06-30 13F/A-8 FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD ETF 33734X143 11,800 -3,135 -20.99 876 -15.93 0.0368
2018-08-07 2018-06-30 13F FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD ETF 33734X143 11,800 -3,626 876
2019-06-03 2018-03-31 13F/A-7 FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 14,935 0 0.00 1,042 0.00 0.0472
2018-05-09 2018-03-31 13F FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD ETF 33734X143 15,426 491 1,071
2019-06-03 2017-12-31 13F/A-6 FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 14,935 2,395 19.10 1,042 23.31 0.0472
2018-01-24 2017-12-31 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 14,935 2,395 1,042
2017-10-30 2017-09-30 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 12,540 -69 -0.55 845 0.24 0.0336
2019-06-03 2017-06-30 13F/A-5 FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 12,609 27 0.21 843 7.39 0.0357
2017-07-31 2017-06-30 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 12,609 27 843
2019-06-03 2017-03-31 13F/A-4 FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 12,582 -699 -5.26 785 3.15 0.0342
2017-04-26 2017-03-31 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 12,582 -699 785
2019-06-03 2016-12-31 13F/A-3 FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 13,281 -1,495 -10.12 761 -15.35 0.0367
2017-02-14 2016-12-31 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 13,281 -1,495 761
2016-11-04 2016-09-30 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 14,776 -1,417 -8.75 899 -5.77 0.0467
2019-06-03 2016-06-30 13F/A-2 FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 16,193 7,557 87.51 954 44.11 0.0533
2016-08-22 2016-06-30 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 16,193 7,557 954
2019-06-03 2016-03-31 13F/A-1 FIRST TRUST HEALTHCAREALPHADEX ETF ETF 33734X143 8,636 -16,456 -65.58 662 -56.36 0.0904
2016-05-02 2016-03-31 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 16,960 -8,132 945
2016-02-11 2015-12-31 13F FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 33734X143 25,092 25,092 1,517 0.1018
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.