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

AmeriFlex 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 Q1	$56.7K	Sell	517 -99	-16%	-$11.2K	0.03%	397
2025 Q4	$70.1K	Sell	616 -26	-4%	-$2.95K	0.04%	352
2025 Q3	$70.4K	Buy	642 +490	+322%	+$51.4K	0.03%	400
2025 Q2	$15.7K	Sell	152 -295	-66%	-$29.6K	0.01%	618
2025 Q1	$46.3K	Hold	447	–	–	0.02%	484
2024 Q4	$49.5K	Buy	+447	New	+$48.5K	0.02%	444

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

AmeriFlex Group's FXH Position: Q1 2026 in Review

AmeriFlex Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 16% in Q1 2026, selling an estimated $11.2K and leaving 517 shares worth $56.7K. The position accounts for 0.03% of the portfolio, ranked #397.

AmeriFlex Group first reported a position in FXH in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.4K in Q3 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

AmeriFlex Group held 517 shares of First Trust Health Care AlphaDEX Fund worth $56.7K as of Q1 2026.
AmeriFlex Group sold 99 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $11.2K.
First Trust Health Care AlphaDEX Fund made up 0.03% of AmeriFlex Group's portfolio in Q1 2026, its #397 holding.
AmeriFlex Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's First Trust Health Care AlphaDEX Fund position peaked at $70.4K in Q3 2025.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.