Congress Holdings

Most held

FXH

First Trust Health Care AlphaDEX

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
David Rouzer NC-7 Member Charles Schwab & Company Inc. โ‡’ First Trust Health Care AlphaDEX (FXH) EF $15,001 - $50,000 August 6, 2026
filing 10081433, p. 2

How the count is made: see Most held.