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

Aptus Capital 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	$1.47K	Hold	12	–	–	﹤0.01%	1739
2026 Q1	$1.32K	Hold	12	–	–	﹤0.01%	1637
2025 Q4	$1.37K	Hold	12	–	–	﹤0.01%	1626
2025 Q3	$1.32K	Hold	12	–	–	﹤0.01%	1564
2025 Q2	$1.24K	Hold	12	–	–	﹤0.01%	1495
2025 Q1	$1.24K	Hold	12	–	–	﹤0.01%	1407
2024 Q4	$1.3K	Hold	12	–	–	﹤0.01%	1389
2024 Q3	$1.34K	Hold	12	–	–	﹤0.01%	1207
2024 Q2	$1.25K	Sell	12 -83	-87%	-$8.72K	﹤0.01%	1131
2024 Q1	$10.4K	Buy	95 +83	+692%	+$8.77K	﹤0.01%	1031
2023 Q4	$1.24K	Sell	12 -253	-95%	-$24.4K	﹤0.01%	882
2023 Q3	$25.7K	Hold	265	–	–	﹤0.01%	732
2023 Q2	$28.7K	Hold	265	–	–	﹤0.01%	630
2023 Q1	$28.5K	Buy	265 +253	+2,108%	+$27.5K	﹤0.01%	603
2022 Q4	$1.3K	Hold	12	–	–	﹤0.01%	768
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	754
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	647
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	667
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	544
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	523
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	551
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	504
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	463
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	462
2020 Q2	$1K	Buy	+12	New	+$1.03K	﹤0.01%	407

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

Aptus Capital Advisors's FXH Position: Q2 2026 in Review

Aptus Capital Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 12 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Aptus Capital Advisors first reported a position in FXH in Q2 2020 and has held it in 25 quarters since. The position peaked at $28.7K in Q2 2023. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Aptus Capital Advisors held 12 shares of First Trust Health Care AlphaDEX Fund worth $1.47K as of Q2 2026.
Aptus Capital 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 Aptus Capital Advisors's portfolio in Q2 2026, its #1739 holding.
Aptus Capital Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2020 and has held it in 25 quarters since.
Aptus Capital Advisors's First Trust Health Care AlphaDEX Fund position peaked at $28.7K in Q2 2023.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.