BRWA
FXH icon

B. Riley Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

B. Riley 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 		$218K Buy
+1,770
New +$203K 0.01% 741
2026
Q1 		– Sell
-1,770
Closed -$201K – 988
2025
Q4 		$201K Buy
+1,770
New +$201K 0.01% 871
2025
Q3 		– Sell
-2,857
Closed -$296K – 1118
2025
Q2 		$296K Buy
+2,857
New +$287K 0.01% 723
2024
Q4 		$414K Sell
3,973
-89
-2% -$9.66K 0.01% 758
2024
Q3 		$448K Sell
4,062
-4,888
-55% -$535K 0.01% 779
2024
Q2 		$935K Sell
8,950
-4,707
-34% -$494K 0.02% 559
2024
Q1 		$1.33M Buy
13,657
+1,785
+15% +$189K 0.04% 447
2023
Q4 		$1.23M Sell
11,872
-1,785
-13% -$172K 0.03% 464
2023
Q3 		$1.33M Sell
13,657
-185
-1% -$19.2K 0.04% 447
2023
Q2 		$1.5M Buy
13,842
+105
+0.8% +$11.2K 0.03% 449
2023
Q1 		$1.48M Buy
13,737
+875
+7% +$95.2K 0.04% 441
2022
Q4 		$1.4M Buy
12,862
+808
+7% +$84.7K 0.04% 439
2022
Q3 		$1.17M Buy
12,054
+804
+7% +$84.6K 0.04% 456
2022
Q2 		$1.16M Sell
11,250
-400
-3% -$43.1K 0.05% 371
2022
Q1 		$1.34M Buy
11,650
+43
+0.4% +$4.82K 0.04% 393
2021
Q4 		$1.44M Sell
11,607
-83
-0.7% -$9.93K 0.04% 429
2021
Q3 		$1.39M Buy
11,690
+155
+1% +$19K 0.04% 420
2021
Q2 		$1.35M Buy
11,535
+2,906
+34% +$332K 0.04% 432
2021
Q1 		$938K Buy
8,629
+128
+2% +$14K 0.03% 501
2020
Q4 		$917K Buy
8,501
+435
+5% +$44.3K 0.05% 357
2020
Q3 		$763K Buy
8,066
+1,186
+17% +$111K 0.04% 387
2020
Q2 		$621K Buy
6,880
+683
+11% +$58.6K 0.04% 382
2020
Q1 		$459K Sell
6,197
-2,241
-27% -$182K 0.04% 414
2019
Q4 		$711K Sell
8,438
-1,672
-17% -$132K 0.06% 317
2019
Q3 		$749K Sell
10,110
-401
-4% -$30.6K 0.07% 280
2019
Q2 		$815K Buy
10,511
+559
+6% +$41.6K 0.09% 239
2019
Q1 		$761K Buy
9,952
+49
+0.5% +$3.65K 0.1% 235
2018
Q4 		$683K Buy
9,903
+5,762
+139% +$436K 0.1% 224
2018
Q3 		$352K Buy
4,141
+637
+18% +$50.9K 0.04% 444
2018
Q2 		$261K Sell
3,504
-1,092
-24% -$79K 0.03% 522
2018
Q1 		$319K Buy
4,596
+364
+9% +$26.3K 0.04% 436
2017
Q4 		$296K Buy
4,232
+317
+8% +$21.7K 0.04% 455
2017
Q3 		$264K Buy
+3,915
New +$261K 0.04% 418
2016
Q4 		– Sell
-6,728
Closed -$410K – 570
2016
Q3 		$410K Sell
6,728
-831
-11% -$50.5K 0.08% 312
2016
Q2 		$447K Sell
7,559
-119
-2% -$6.9K 0.09% 277
2016
Q1 		$428K Sell
7,678
-315
-4% -$17K 0.1% 256
2015
Q4 		$484K Sell
7,993
-1,356
-15% -$81K 0.1% 258
2015
Q3 		$545K Buy
9,349
+737
+9% +$48.9K 0.13% 215
2015
Q2 		$596K Sell
8,612
-800
-8% -$54.1K 0.15% 181
2015
Q1 		$631K Buy
9,412
+1,799
+24% +$115K 0.15% 174
2014
Q4 		$459 Buy
7,613
+1,750
+30% +$102K 0.01% 967
2014
Q3 		$327K Sell
5,863
-7,047
-55% -$386K 0.09% 328
2014
Q2 		$359K Buy
12,910
+6,470
+100% +$329K 0.08% 261
2014
Q1 		$328K Buy
6,440
+2,556
+66% +$130K 0.1% 244
2013
Q4 		$187K Buy
3,884
+340
+10% +$15.5K 0.06% 362
2013
Q3 		$154K Sell
3,544
-5,645
-61% -$238K 0.05% 417
2013
Q2 		$365K Buy
+9,189
New +$362K 0.12% 190

Other funds holding FXH

PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

B. Riley Wealth Advisors's FXH Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 1,770 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in FXH as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in FXH in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.5M in Q2 2023. 81 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • B. Riley Wealth Advisors held 1,770 shares of First Trust Health Care AlphaDEX Fund worth $218K as of Q2 2026.
  • First Trust Health Care AlphaDEX Fund was a new B. Riley Wealth Advisors position in Q2 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #741 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.5M in Q2 2023.
  • 81 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.