Ancora Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Ancora Advisors’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	$8.32K	Hold	68	–	–	﹤0.01%	1526
2026 Q1	$7.46K	Hold	68	–	–	﹤0.01%	1855
2025 Q4	$7.74K	Hold	68	–	–	﹤0.01%	1855
2025 Q3	$7.46K	Hold	68	–	–	﹤0.01%	1440
2025 Q2	$7.05K	Hold	68	–	–	﹤0.01%	1434
2025 Q1	$7.04K	Hold	68	–	–	﹤0.01%	1377
2024 Q4	$7.08K	Hold	68	–	–	﹤0.01%	1392
2024 Q3	$7.61K	Hold	68	–	–	﹤0.01%	1386
2024 Q2	$7.11K	Sell	68 -12	-15%	-$1.26K	﹤0.01%	1382
2024 Q1	$8.77K	Sell	80 -200	-71%	-$21.1K	﹤0.01%	1352
2023 Q4	$29K	Buy	+280	New	+$27K	﹤0.01%	1085
2018 Q4	–	Sell	-199	Closed	-$17K	–	837
2018 Q3	$17K	Buy	+199	New	+$15.9K	﹤0.01%	1100

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

Ancora Advisors's FXH Position: Q2 2026 in Review

Ancora Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 68 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Ancora Advisors first reported a position in FXH in Q3 2018 and has held it in 12 quarters since. The position peaked at $29K in Q4 2023. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Ancora Advisors held 68 shares of First Trust Health Care AlphaDEX Fund worth $8.32K as of Q2 2026.
Ancora Advisors 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 Ancora Advisors's portfolio in Q2 2026, its #1526 holding.
Ancora Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and has held it in 12 quarters since.
Ancora Advisors's First Trust Health Care AlphaDEX Fund position peaked at $29K in Q4 2023.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.