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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM

Arkadios Wealth Advisors's FXH Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 155% in Q1 2026, buying an estimated $1.05M and bringing the position to 15,161 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #585.

Arkadios Wealth Advisors first reported a position in FXH in Q4 2019 and has held it in 26 quarters since. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Arkadios Wealth Advisors held 15,161 shares of First Trust Health Care AlphaDEX Fund worth $1.66M as of Q1 2026.
  • Arkadios Wealth Advisors bought 9,217 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $1.05M.
  • First Trust Health Care AlphaDEX Fund made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #585 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and has held it in 26 quarters since.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.