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 Q2	$39.2K	Hold	320	–	–	﹤0.01%	658
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 $1.89T 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

Anchor Investment Management's FXH Position: Q2 2026 in Review

Anchor Investment Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 320 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Anchor Investment Management first reported a position in FXH in Q4 2021 and has held it in 13 quarters since. 253 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Anchor Investment Management held 320 shares of First Trust Health Care AlphaDEX Fund worth $39.2K as of Q2 2026.
Anchor Investment Management left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #658 holding.
Anchor Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and has held it in 13 quarters since.
253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.