Advisory Advocates’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Advisory Advocates’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	$820K	Hold	6,700	–	–	0.7%	33
2026 Q1	$735K	Hold	6,700	–	–	0.75%	44
2025 Q4	$763K	Buy	+6,700	New	+$759K	0.76%	51

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisory Advocates's FXH Position: Q2 2026 in Review

Advisory Advocates held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 6,700 shares worth $820K. The position accounts for 0.7% of the portfolio, ranked #33.

Advisory Advocates first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Advisory Advocates held 6,700 shares of First Trust Health Care AlphaDEX Fund worth $820K as of Q2 2026.
Advisory Advocates left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.7% of Advisory Advocates's portfolio in Q2 2026, its #33 holding.
Advisory Advocates first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
242 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.