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Beacon Pointe Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Beacon Pointe 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 		$1.11M Sell
9,070
-256
-3% -$29.3K 0.01% 994
2026
Q1 		$1.02M Buy
9,326
+1,027
+12% +$116K 0.01% 985
2025
Q4 		$945K Buy
8,299
+1
+0% +$113 0.01% 853
2025
Q3 		$910K Sell
8,298
-1,154
-12% -$121K 0.01% 789
2025
Q2 		$980K Sell
9,452
-320
-3% -$32.1K 0.01% 683
2025
Q1 		$1.01M Buy
9,772
+4,004
+69% +$429K 0.01% 634
2024
Q4 		$601K Sell
5,768
-137
-2% -$14.9K 0.01% 780
2024
Q3 		$661K Sell
5,905
-344
-6% -$37.7K 0.01% 756
2024
Q2 		$653K Sell
6,249
-619
-9% -$65K 0.01% 785
2024
Q1 		$753K Buy
6,868
+4
+0.1% +$423 0.01% 771
2023
Q4 		$711K Sell
6,864
-711
-9% -$68.5K 0.01% 772
2023
Q3 		$736K Buy
7,575
+121
+2% +$12.6K 0.01% 732
2023
Q2 		$807K Buy
7,454
+411
+6% +$44K 0.01% 581
2023
Q1 		$757K Sell
7,043
-331
-4% -$36K 0.01% 623
2022
Q4 		$802K Sell
7,374
-25
-0.3% -$2.62K 0.02% 558
2022
Q3 		$723K Sell
7,399
-234
-3% -$24.6K 0.02% 542
2022
Q2 		$788K Sell
7,633
-9,556
-56% -$1.03M 0.02% 529
2022
Q1 		$1.97M Buy
17,189
+3,837
+29% +$430K 0.03% 451
2021
Q4 		$1.66M Sell
13,352
-283
-2% -$33.9K 0.04% 282
2021
Q3 		$1.62M Sell
13,635
-938
-6% -$115K 0.04% 319
2021
Q2 		$1.71M Hold
14,573
– – 0.06% 245
2021
Q1 		$1.58M Buy
14,573
+554
+4% +$60.6K 0.1% 164
2020
Q4 		$1.51M Hold
14,019
– – 0.1% 153
2020
Q3 		$1.33M Sell
14,019
-880
-6% -$82.4K 0.13% 141
2020
Q2 		$1.34M Sell
14,899
-940
-6% -$80.6K 0.13% 137
2020
Q1 		$1.17M Buy
15,839
+8,158
+106% +$663K 0.19% 110
2019
Q4 		$645K Sell
7,681
-255
-3% -$20.2K 0.2% 102
2019
Q3 		$590K Hold
7,936
– – 0.25% 93
2019
Q2 		$615K Hold
7,936
– – 0.22% 106
2019
Q1 		$608K Buy
7,936
+140
+2% +$10.4K 0.23% 104
2018
Q4 		$536K Buy
+7,796
New +$591K 0.33% 87

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Beacon Pointe Advisors's FXH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 2.7% in Q2 2026, selling an estimated $29.3K and leaving 9,070 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #994.

Beacon Pointe Advisors first reported a position in FXH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.97M in Q1 2022. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Beacon Pointe Advisors held 9,070 shares of First Trust Health Care AlphaDEX Fund worth $1.11M as of Q2 2026.
  • Beacon Pointe Advisors sold 256 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $29.3K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #994 holding.
  • Beacon Pointe Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.97M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.