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Balboa Wealth Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Balboa Wealth Partners’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 		– Sell
-2,218
Closed -$252K – 470
2025
Q4 		$252K Buy
+2,218
New +$251K 0.04% 329

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Balboa Wealth Partners's FXH Position: Q1 2026 in Review

Balboa Wealth Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 2,218 shares — an estimated $252K sold.

Balboa Wealth Partners first reported a position in FXH in Q4 2025 and held it in 1 quarter. The position peaked at $252K in Q4 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Balboa Wealth Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,218 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $252K.
  • Balboa Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Balboa Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $252K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.