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ABLE Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

ABLE Financial Group’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 		$2.44M Buy
+19,911
New +$2.28M 0.41% 60
2025
Q4 		– Sell
-1,851
Closed -$203K – 217
2025
Q3 		$203K Sell
1,851
-555
-23% -$58.2K 0.04% 201
2025
Q2 		$249K Sell
2,406
-99
-4% -$9.95K 0.06% 178
2025
Q1 		$260K Sell
2,505
-1,738
-41% -$186K 0.07% 162
2024
Q4 		$442K Sell
4,243
-726
-15% -$78.8K 0.13% 111
2024
Q3 		$556K Sell
4,969
-112
-2% -$12.3K 0.17% 95
2024
Q2 		$531K Buy
5,081
+194
+4% +$20.4K 0.19% 88
2024
Q1 		$536K Sell
4,887
-284
-5% -$30K 0.21% 84
2023
Q4 		$536K Sell
5,171
-983
-16% -$94.7K 0.23% 77
2023
Q3 		$598K Buy
6,154
+476
+8% +$49.4K 0.3% 64
2023
Q2 		$615K Buy
5,678
+1,128
+25% +$121K 0.32% 59
2023
Q1 		$489K Buy
+4,550
New +$495K 0.32% 67

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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

ABLE Financial Group's FXH Position: Q2 2026 in Review

ABLE Financial Group opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 19,911 shares worth $2.44M. The stake represents 0.41% of the portfolio and ranks #60 among its holdings. This is a return to the name: ABLE Financial Group previously reported a position in FXH as recently as Q3 2025.

ABLE Financial Group first reported a position in FXH in Q1 2023 and has held it in 12 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • ABLE Financial Group held 19,911 shares of First Trust Health Care AlphaDEX Fund worth $2.44M as of Q2 2026.
  • First Trust Health Care AlphaDEX Fund was a new ABLE Financial Group position in Q2 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.41% of ABLE Financial Group's portfolio in Q2 2026, its #60 holding.
  • ABLE Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and has held it in 12 quarters since.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.