Anchor Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Anchor Investment 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 Q1	$35.1K	Hold	320	–	–	﹤0.01%	640
2025 Q4	$36.4K	Hold	320	–	–	﹤0.01%	643
2025 Q3	$35.1K	Hold	320	–	–	﹤0.01%	642
2025 Q2	$33.2K	Hold	320	–	–	﹤0.01%	638
2025 Q1	$33.2K	Hold	320	–	–	﹤0.01%	628
2024 Q4	$33.3K	Hold	320	–	–	﹤0.01%	629
2024 Q3	$35.8K	Hold	320	–	–	﹤0.01%	615
2024 Q2	$33.4K	Hold	320	–	–	﹤0.01%	572
2024 Q1	$35.1K	Hold	320	–	–	﹤0.01%	585
2023 Q4	$33.1K	Hold	320	–	–	﹤0.01%	576
2023 Q3	$31.1K	Buy	+320	New	+$33.2K	﹤0.01%	586
2022 Q1	–	Sell	-310	Closed	-$38.5K	–	1016
2021 Q4	$38.5K	Buy	+310	New	+$37.1K	﹤0.01%	599

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 $751M AUM

Anchor Investment Management's FXH Position: Q1 2026 in Review

Anchor Investment Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q1 2026 at 320 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Anchor Investment Management first reported a position in FXH in Q4 2021 and has held it in 12 quarters since. The position peaked at $38.5K in Q4 2021. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Anchor Investment Management held 320 shares of First Trust Health Care AlphaDEX Fund worth $35.1K as of Q1 2026.
Anchor Investment Management left its First Trust Health Care AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #640 holding.
Anchor Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and has held it in 12 quarters since.
Anchor Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $38.5K in Q4 2021.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.