Alliance Wealth Advisors (Pennsylvania)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$697K	Hold	5,697	–	–	0.23%	64
2026 Q1	$625K	Hold	5,697	–	–	0.27%	57
2025 Q4	$648K	Hold	5,697	–	–	0.28%	57
2025 Q3	$625K	Hold	5,697	–	–	0.28%	58
2025 Q2	$591K	Sell	5,697 -343	-6%	-$34.5K	0.3%	55
2025 Q1	$626K	Hold	6,040	–	–	0.35%	50
2024 Q4	$629K	Hold	6,040	–	–	0.35%	57
2024 Q3	$676K	Hold	6,040	–	–	0.39%	51
2024 Q2	$631K	Hold	6,040	–	–	0.4%	51
2024 Q1	$662K	Hold	6,040	–	–	0.42%	47
2023 Q4	$625K	Hold	6,040	–	–	0.41%	46
2023 Q3	$587K	Hold	6,040	–	–	0.42%	48
2023 Q2	$654K	Hold	6,040	–	–	0.47%	45
2023 Q1	$649K	Hold	6,040	–	–	0.49%	45
2022 Q4	$657K	Hold	6,040	–	–	0.55%	42
2022 Q3	$587K	Hold	6,040	–	–	0.55%	42
2022 Q2	$623K	Hold	6,040	–	–	0.54%	44
2022 Q1	$693K	Hold	6,040	–	–	0.57%	42
2021 Q4	$750K	Sell	6,040 -425	-7%	-$50.9K	0.61%	39
2021 Q3	$770K	Hold	6,465	–	–	0.68%	36
2021 Q2	$757K	Hold	6,465	–	–	0.68%	37
2021 Q1	$702K	Hold	6,465	–	–	0.69%	39
2020 Q4	$697K	Buy	+6,465	New	+$658K	0.73%	36

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

Alliance Wealth Advisors (Pennsylvania)'s FXH Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 5,697 shares worth $697K. The position accounts for 0.23% of the portfolio, ranked #64.

Alliance Wealth Advisors (Pennsylvania) first reported a position in FXH in Q4 2020 and has held it in 23 quarters since. The position peaked at $770K in Q3 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 5,697 shares of First Trust Health Care AlphaDEX Fund worth $697K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.23% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #64 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and has held it in 23 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s First Trust Health Care AlphaDEX Fund position peaked at $770K in Q3 2021.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.