BEI
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Benjamin Edwards Inc’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Benjamin Edwards Inc’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 		$1.36M Buy
11,083
+2,451
+28% +$281K 0.01% 701
2026
Q1 		$948K Buy
8,632
+1,457
+20% +$165K 0.01% 779
2025
Q4 		$817K Sell
7,175
-172
-2% -$19.5K 0.01% 785
2025
Q3 		$806K Sell
7,347
-25
-0.3% -$2.62K 0.01% 768
2025
Q2 		$764K Sell
7,372
-46
-0.6% -$4.62K 0.01% 718
2025
Q1 		$769K Sell
7,418
-18
-0.2% -$1.93K 0.01% 666
2024
Q4 		$774K Sell
7,436
-4,424
-37% -$480K 0.01% 691
2024
Q3 		$1.33M Buy
11,860
+10,726
+946% +$1.17M 0.02% 527
2024
Q2 		$119K Buy
1,134
+35
+3% +$3.68K 0.02% 406
2024
Q1 		$120K Buy
1,099
+32
+3% +$3.38K 0.02% 401
2023
Q4 		$110K Buy
1,067
+94
+10% +$9.06K 0.02% 402
2023
Q3 		$95K Sell
973
-182
-16% -$18.9K 0.02% 397
2023
Q2 		$125K Sell
1,155
-747
-39% -$80K 0.03% 355
2023
Q1 		$205K Buy
1,902
+793
+72% +$86.3K 0.05% 271
2022
Q4 		$121K Sell
1,109
-42
-4% -$4.4K 0.03% 332
2022
Q3 		$112K Sell
1,151
-42
-4% -$4.42K 0.03% 327
2022
Q2 		$123K Buy
1,193
+439
+58% +$47.3K 0.04% 318
2022
Q1 		$86K Buy
+754
New +$84.5K 0.03% 383
2021
Q2 		– Sell
-139
Closed -$15K – 418
2021
Q1 		$15K Sell
139
-618
-82% -$67.6K 0.01% 318
2020
Q4 		$82K Sell
757
-3
-0.4% -$305 0.06% 205
2020
Q3 		$72K Sell
760
-41
-5% -$3.84K 0.06% 190
2020
Q2 		$72K Sell
801
-48
-6% -$4.12K 0.06% 174
2020
Q1 		$63K Buy
+849
New +$69K 0.07% 159

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 22.9% 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

Benjamin Edwards Inc's FXH Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 28% in Q2 2026, buying an estimated $281K and bringing the position to 11,083 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #701.

Benjamin Edwards Inc first reported a position in FXH in Q1 2020 and has held it in 23 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Benjamin Edwards Inc held 11,083 shares of First Trust Health Care AlphaDEX Fund worth $1.36M as of Q2 2026.
  • Benjamin Edwards Inc bought 2,451 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $281K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #701 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2020 and has held it in 23 quarters since.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.