1776 Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

1776 Wealth’s Portfolio FXH Stock Details FXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+1,654	New	+$190K	0.07%	151
2025 Q2	–	Sell	-2,383	Closed	-$247K	–	146
2025 Q1	$247K	Hold	2,383	–	–	0.11%	127
2024 Q4	$248K	Hold	2,383	–	–	0.11%	130
2024 Q3	$267K	Sell	2,383 -246	-9%	-$26.9K	0.12%	128
2024 Q2	$275K	Buy	2,629 +196	+8%	+$20.6K	0.12%	123
2024 Q1	$267K	Hold	2,433	–	–	0.13%	112
2023 Q4	$252K	Sell	2,433 -132	-5%	-$12.7K	0.12%	112
2023 Q3	$249K	Hold	2,565	–	–	0.13%	110
2023 Q2	$278K	Buy	+2,565	New	+$275K	0.15%	110
2022 Q2	–	Sell	-1,955	Closed	-$224K	–	126
2022 Q1	$224K	Hold	1,955	–	–	0.13%	118
2021 Q4	$242K	Hold	1,955	–	–	0.13%	112
2021 Q3	$225K	Sell	1,955 -148	-7%	-$18.1K	0.13%	109
2021 Q2	$246K	Buy	+2,103	New	+$240K	0.14%	106
2021 Q1	–	Sell	-2,603	Closed	-$281K	–	116
2020 Q4	$281K	Hold	2,603	–	–	0.18%	90
2020 Q3	$246K	Hold	2,603	–	–	0.18%	88
2020 Q2	$234K	Buy	2,603 +781	+43%	+$67K	0.16%	91
2020 Q1	$134K	Sell	1,822 -141	-7%	-$11.5K	0.11%	111
2019 Q4	$165K	Buy	+1,963	New	+$155K	0.14%	109

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

1776 Wealth's FXH Position: Q2 2026 in Review

1776 Wealth opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 1,654 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #151 among its holdings. This is a return to the name: 1776 Wealth previously reported a position in FXH as recently as Q1 2025.

1776 Wealth first reported a position in FXH in Q4 2019 and has held it in 18 quarters since. The position peaked at $281K in Q4 2020. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

1776 Wealth held 1,654 shares of First Trust Health Care AlphaDEX Fund worth $202K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new 1776 Wealth position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.07% of 1776 Wealth's portfolio in Q2 2026, its #151 holding.
1776 Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and has held it in 18 quarters since.
1776 Wealth's First Trust Health Care AlphaDEX Fund position peaked at $281K in Q4 2020.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.