Americana Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Americana Partners’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	–	Sell	-2,918	Closed	-$320K	–	606
2026 Q1	$320K	Hold	2,918	–	–	0.01%	412
2025 Q4	$332K	Hold	2,918	–	–	0.01%	386
2025 Q3	$320K	Buy	2,918 +1	+0%	+$105	0.01%	371
2025 Q2	$303K	Sell	2,917 -1	-0%	-$100	0.01%	360
2025 Q1	$302K	Sell	2,918 -550	-16%	-$58.9K	0.01%	324
2024 Q4	$361K	Hold	3,468	–	–	0.01%	314
2024 Q3	$388K	Hold	3,468	–	–	0.03%	277
2024 Q2	$362K	Hold	3,468	–	–	0.03%	267
2024 Q1	$380K	Buy	3,468 +2	+0.1%	+$211	0.03%	258
2023 Q4	$359K	Buy	+3,466	New	+$334K	0.03%	244

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 22.9% 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

Americana Partners's FXH Position: Q2 2026 in Review

Americana Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 2,918 shares — an estimated $320K sold.

Americana Partners first reported a position in FXH in Q4 2023 and held it in 10 quarters. The position peaked at $388K in Q3 2024. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Americana Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Americana Partners sold 2,918 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $320K.
Americana Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and held it in 10 quarters.
Americana Partners's First Trust Health Care AlphaDEX Fund position peaked at $388K in Q3 2024.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.