Apollon Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Apollon Financial’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	$1.05M	Sell	8,583 -510	-6%	-$58.5K	0.12%	137
2026 Q1	$998K	Sell	9,093 -200	-2%	-$22.7K	0.14%	126
2025 Q4	$1.06M	Sell	9,293 -260	-3%	-$29.5K	0.15%	113
2025 Q3	$1.05M	Sell	9,553 -1,342	-12%	-$141K	0.17%	104
2025 Q2	$1.13M	Sell	10,895 -245	-2%	-$24.6K	0.24%	93
2025 Q1	$1.15M	Sell	11,140 -1,035	-9%	-$111K	0.27%	85
2024 Q4	$1.27M	Sell	12,175 -895	-7%	-$97.2K	0.31%	72
2024 Q3	$1.46M	Sell	13,070 -630	-5%	-$69K	0.43%	52
2024 Q2	$1.43M	Sell	13,700 -505	-4%	-$53K	0.46%	46
2024 Q1	$1.56M	Sell	14,205 -250	-2%	-$26.4K	0.54%	40
2023 Q4	$1.5M	Buy	+14,455	New	+$1.39M	0.59%	38

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

Apollon Financial's FXH Position: Q2 2026 in Review

Apollon Financial reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 5.6% in Q2 2026, selling an estimated $58.5K and leaving 8,583 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #137.

Apollon Financial first reported a position in FXH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Apollon Financial held 8,583 shares of First Trust Health Care AlphaDEX Fund worth $1.05M as of Q2 2026.
Apollon Financial sold 510 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $58.5K.
First Trust Health Care AlphaDEX Fund made up 0.12% of Apollon Financial's portfolio in Q2 2026, its #137 holding.
Apollon Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
Apollon Financial's First Trust Health Care AlphaDEX Fund position peaked at $1.56M in Q1 2024.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.