AWA
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Arkadios Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Arkadios Wealth 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 		$456K Sell
3,722
-11,439
-75% -$1.31M 0.01% 1176
2026
Q1 		$1.66M Buy
15,161
+9,217
+155% +$1.05M 0.03% 585
2025
Q4 		$677K Buy
5,944
+461
+8% +$52.2K 0.01% 875
2025
Q3 		$601K Sell
5,483
-45
-0.8% -$4.72K 0.01% 853
2025
Q2 		$573K Sell
5,528
-29
-0.5% -$2.91K 0.02% 789
2025
Q1 		$576K Sell
5,557
-1,062
-16% -$114K 0.02% 655
2024
Q4 		$689K Sell
6,619
-241
-4% -$26.2K 0.04% 427
2024
Q3 		$767K Sell
6,860
-780
-10% -$85.4K 0.04% 393
2024
Q2 		$799K Hold
7,640
– – 0.05% 331
2024
Q1 		$837K Sell
7,640
-95
-1% -$10K 0.06% 272
2023
Q4 		$801K Sell
7,735
-225
-3% -$21.7K 0.07% 265
2023
Q3 		$773K Sell
7,960
-886
-10% -$91.9K 0.07% 255
2023
Q2 		$958K Sell
8,846
-667
-7% -$71.4K 0.11% 191
2023
Q1 		$1.02M Buy
9,513
+3
+0% +$326 0.12% 182
2022
Q4 		$1.03M Buy
9,510
+656
+7% +$68.8K 0.14% 165
2022
Q3 		$861K Sell
8,854
-33
-0.4% -$3.47K 0.13% 180
2022
Q2 		$916K Sell
8,887
-304
-3% -$32.7K 0.14% 186
2022
Q1 		$1.05M Sell
9,191
-262
-3% -$29.4K 0.14% 179
2021
Q4 		$1.17M Buy
9,453
+490
+5% +$58.6K 0.16% 156
2021
Q3 		$1.07M Sell
8,963
-102
-1% -$12.5K 0.15% 155
2021
Q2 		$1.06M Hold
9,065
– – 0.13% 183
2021
Q1 		$984K Buy
9,065
+1,113
+14% +$122K 0.16% 155
2020
Q4 		$857K Buy
7,952
+102
+1% +$10.4K 0.18% 126
2020
Q3 		$786K Sell
7,850
-129
-2% -$12.1K 0.39% 55
2020
Q2 		$737K Sell
7,979
-430
-5% -$36.9K 0.41% 53
2020
Q1 		$622K Sell
8,409
-210
-2% -$17.1K 0.4% 60
2019
Q4 		$761K Buy
+8,619
New +$683K 0.46% 50

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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

Arkadios Wealth Advisors's FXH Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 75% in Q2 2026, selling an estimated $1.31M and leaving 3,722 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #1176.

Arkadios Wealth Advisors first reported a position in FXH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.66M in Q1 2026. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Arkadios Wealth Advisors held 3,722 shares of First Trust Health Care AlphaDEX Fund worth $456K as of Q2 2026.
  • Arkadios Wealth Advisors sold 11,439 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $1.31M.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1176 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.66M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.