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

Ameritas Advisory Services’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	$247K	Buy	2,022 +173	+9%	+$19.8K	0.01%	1017
2026 Q1	$203K	Hold	1,849	–	–	0.01%	917
2025 Q4	$210K	Sell	1,849 -173	-9%	-$19.6K	0.01%	888
2025 Q3	$222K	Sell	2,022 -18	-0.9%	-$1.89K	0.01%	589
2025 Q2	$212K	Sell	2,040 -171	-8%	-$17.2K	0.01%	720
2025 Q1	$230K	Hold	2,211	–	–	0.01%	777
2024 Q4	$230K	Sell	2,211 -58	-3%	-$6.3K	0.01%	800
2024 Q3	$254K	Sell	2,269 -1	-0%	-$110	0.01%	729
2024 Q2	$237K	Sell	2,270 -123	-5%	-$12.9K	0.01%	807
2024 Q1	$249K	Sell	2,393 -217	-8%	-$22.9K	0.01%	760
2023 Q4	$275K	Sell	2,610 -245	-9%	-$23.6K	0.02%	570
2023 Q3	$274K	Buy	2,855 +450	+19%	+$46.7K	0.01%	653
2023 Q2	$253K	Sell	2,405 -196	-8%	-$21K	0.03%	455
2023 Q1	$280K	Sell	2,601 -2,141	-45%	-$233K	0.01%	660
2022 Q4	$516K	Buy	4,742 +1,854	+64%	+$194K	0.02%	525
2022 Q3	$281K	Hold	2,888	–	–	0.02%	606
2022 Q2	$298K	Sell	2,888 -50	-2%	-$5.38K	0.02%	624
2022 Q1	$337K	Buy	2,938 +275	+10%	+$30.8K	0.01%	623
2021 Q4	$331K	Buy	+2,663	New	+$319K	0.01%	619

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

Ameritas Advisory Services's FXH Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 9.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 2,022 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #1017.

Ameritas Advisory Services first reported a position in FXH in Q4 2021 and has held it in 19 quarters since. The position peaked at $516K in Q4 2022. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Ameritas Advisory Services held 2,022 shares of First Trust Health Care AlphaDEX Fund worth $247K as of Q2 2026.
Ameritas Advisory Services bought 173 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $19.8K.
First Trust Health Care AlphaDEX Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1017 holding.
Ameritas Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $516K in Q4 2022.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.