AWM
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AE Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

AE Wealth Management’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 		$598K Sell
4,888
-70
-1% -$8.02K ﹤0.01% 1138
2026
Q1 		$544K Sell
4,958
-191
-4% -$21.7K ﹤0.01% 1070
2025
Q4 		$586K Buy
5,149
+4,618
+870% +$523K ﹤0.01% 983
2025
Q3 		$58.3K Sell
531
-56
-10% -$5.87K ﹤0.01% 1687
2025
Q2 		$60.9K Sell
587
-217
-27% -$21.8K ﹤0.01% 1577
2025
Q1 		$83.3K Sell
804
-405
-33% -$43.4K ﹤0.01% 1491
2024
Q4 		$126K Sell
1,209
-13,858
-92% -$1.5M ﹤0.01% 1381
2024
Q3 		$1.69M Sell
15,067
-4,256
-22% -$466K 0.02% 579
2024
Q2 		$2.02M Buy
19,323
+2,385
+14% +$251K 0.02% 519
2024
Q1 		$1.86M Sell
16,938
-7,632
-31% -$807K 0.02% 507
2023
Q4 		$2.53M Buy
24,570
+436
+2% +$42K 0.01% 824
2023
Q3 		$2.34M Buy
24,134
+1,700
+8% +$176K 0.01% 797
2023
Q2 		$2.43M Buy
22,434
+419
+2% +$44.9K 0.01% 785
2023
Q1 		$2.37M Sell
22,015
-25,468
-54% -$2.77M 0.02% 741
2022
Q4 		$5.16M Buy
47,483
+26,116
+122% +$2.74M 0.04% 474
2022
Q3 		$2.08M Buy
21,367
+8,023
+60% +$845K 0.02% 690
2022
Q2 		$1.38M Buy
13,344
+5,146
+63% +$554K 0.01% 789
2022
Q1 		$940K Buy
8,198
+4,710
+135% +$528K 0.01% 941
2021
Q4 		$433K Buy
3,488
+1,044
+43% +$125K ﹤0.01% 1303
2021
Q3 		$291K Sell
2,444
-1,251
-34% -$153K ﹤0.01% 1370
2021
Q2 		$433K Sell
3,695
-91
-2% -$10.4K ﹤0.01% 1193
2021
Q1 		$411K Sell
3,786
-901
-19% -$98.6K ﹤0.01% 1112
2020
Q4 		$505K Sell
4,687
-321
-6% -$32.7K 0.01% 957
2020
Q3 		$474K Sell
5,008
-948
-16% -$88.8K 0.01% 896
2020
Q2 		$537K Sell
5,956
-5,557
-48% -$476K 0.01% 849
2020
Q1 		$852K Sell
11,513
-2,360
-17% -$192K 0.02% 530
2019
Q4 		$1.17M Buy
13,873
+7,725
+126% +$612K 0.03% 499
2019
Q3 		$455K Buy
6,148
+1,101
+22% +$83.9K 0.01% 645
2019
Q2 		$391K Buy
+5,047
New +$375K 0.01% 657
2018
Q4 		– Sell
-2,925
Closed -$248K – 523
2018
Q3 		$248K Buy
+2,925
New +$234K 0.01% 499

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

AE Wealth Management's FXH Position: Q2 2026 in Review

AE Wealth Management reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 1.4% in Q2 2026, selling an estimated $8.02K and leaving 4,888 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

AE Wealth Management first reported a position in FXH in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.16M in Q4 2022. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • AE Wealth Management held 4,888 shares of First Trust Health Care AlphaDEX Fund worth $598K as of Q2 2026.
  • AE Wealth Management sold 70 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $8.02K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1138 holding.
  • AE Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and has held it in 30 quarters since.
  • AE Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $5.16M in Q4 2022.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.