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Beacon Financial Strategies’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Beacon Financial Strategies’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
-150
Closed -$17.1K – 180
2025
Q4 		$17.1K Buy
+150
New +$17K 0.01% 127

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

Beacon Financial Strategies's FXH Position: Q1 2026 in Review

Beacon Financial Strategies sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 150 shares — an estimated $17.1K sold.

Beacon Financial Strategies first reported a position in FXH in Q4 2025 and held it in 1 quarter. The position peaked at $17.1K in Q4 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Beacon Financial Strategies reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Strategies sold 150 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $17.1K.
  • Beacon Financial Strategies first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Beacon Financial Strategies's First Trust Health Care AlphaDEX Fund position peaked at $17.1K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Beacon Financial Strategies's 13F filing for Q1 2026, filed 8 Apr 2026.