Atwood & Palmer’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Atwood & Palmer’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	$116K	Hold	950	–	–	0.01%	191
2026 Q1	$104K	Hold	950	–	–	0.01%	190
2025 Q4	$108K	Hold	950	–	–	0.01%	180
2025 Q3	$104K	Sell	950 -140	-13%	-$14.7K	0.01%	186
2025 Q2	$113K	Hold	1,090	–	–	0.01%	180
2025 Q1	$113K	Hold	1,090	–	–	0.01%	177
2024 Q4	$114K	Hold	1,090	–	–	0.01%	172
2024 Q3	$122K	Hold	1,090	–	–	0.01%	172
2024 Q2	$114K	Hold	1,090	–	–	0.01%	171
2024 Q1	$119K	Hold	1,090	–	–	0.01%	174
2023 Q4	$113K	Hold	1,090	–	–	0.01%	178
2023 Q3	$106K	Hold	1,090	–	–	0.01%	173
2023 Q2	$118K	Hold	1,090	–	–	0.01%	178
2023 Q1	$117K	Hold	1,090	–	–	0.01%	167
2022 Q4	$119K	Hold	1,090	–	–	0.01%	170
2022 Q3	$106K	Hold	1,090	–	–	0.01%	164
2022 Q2	$112K	Hold	1,090	–	–	0.01%	160
2022 Q1	$125K	Hold	1,090	–	–	0.01%	161
2021 Q4	$135K	Hold	1,090	–	–	0.01%	163
2021 Q3	$130K	Hold	1,090	–	–	0.01%	169
2021 Q2	$128K	Hold	1,090	–	–	0.01%	169
2021 Q1	$118K	Sell	1,090 -305	-22%	-$33.4K	0.01%	171
2020 Q4	$150K	Sell	1,395 -100	-7%	-$10.2K	0.02%	151
2020 Q3	$142K	Sell	1,495 -23,210	-94%	-$2.17M	0.02%	145
2020 Q2	$2.23M	Sell	24,705 -3,150	-11%	-$270K	0.3%	54
2020 Q1	$2.06M	Sell	27,855 -405	-1%	-$32.9K	0.32%	54
2019 Q4	$2.38M	Sell	28,260 -405	-1%	-$32.1K	0.31%	50
2019 Q3	$2.12M	Buy	28,665 +3,710	+15%	+$283K	0.29%	52
2019 Q2	$1.93M	Sell	24,955 -750	-3%	-$55.7K	0.26%	53
2019 Q1	$1.96M	Buy	25,705 +575	+2%	+$42.9K	0.28%	51
2018 Q4	$1.73M	Buy	+25,130	New	+$1.9M	0.28%	52
2017 Q1	–	Sell	-32	Closed	-$2K	–	315
2016 Q4	$2K	Hold	32	–	–	﹤0.01%	319
2016 Q3	$2K	Hold	32	–	–	﹤0.01%	311
2016 Q2	$2K	Hold	32	–	–	﹤0.01%	293
2016 Q1	$2K	Sell	32 -22,748	-100%	-$1.23M	﹤0.01%	300
2015 Q4	$1.38M	Buy	22,780 +1,635	+8%	+$97.6K	0.26%	59
2015 Q3	$1.23M	Sell	21,145 -270	-1%	-$17.9K	0.24%	63
2015 Q2	$1.47M	Buy	21,415 +5	+0%	+$338	0.27%	61
2015 Q1	$1.44M	Sell	21,410 -110	-0.5%	-$7.01K	0.26%	60
2014 Q4	$1.3M	Buy	21,520 +3,770	+21%	+$220K	0.24%	58
2014 Q3	$990K	Buy	17,750 +1,250	+8%	+$68.5K	0.19%	67
2014 Q2	$879K	Buy	16,500 +3,445	+26%	+$175K	0.23%	61
2014 Q1	$665K	Buy	13,055 +1,545	+13%	+$78.7K	0.16%	61
2013 Q4	$553K	Sell	11,510 -5	-0%	-$229	0.14%	68
2013 Q3	$499K	Buy	11,515 +6,215	+117%	+$262K	0.14%	72
2013 Q2	$210K	Buy	+5,300	New	+$209K	0.06%	96

Other funds holding FXH

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

PFS

Paller Financial Services Centennial, Colorado $134M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Atwood & Palmer's FXH Position: Q2 2026 in Review

Atwood & Palmer held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 950 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #191.

Atwood & Palmer first reported a position in FXH in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.38M in Q4 2019. 68 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Atwood & Palmer held 950 shares of First Trust Health Care AlphaDEX Fund worth $116K as of Q2 2026.
Atwood & Palmer 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 Atwood & Palmer's portfolio in Q2 2026, its #191 holding.
Atwood & Palmer first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and has held it in 46 quarters since.
Atwood & Palmer's First Trust Health Care AlphaDEX Fund position peaked at $2.38M in Q4 2019.
68 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.