Brookstone Capital Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Brookstone Capital Management’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 Q3	$262K	Buy	2,001 +11	+0.6%	+$1.42K	﹤0.01%	1157
2026 Q2	$244K	Buy	+1,990	New	+$228K	﹤0.01%	1177
2026 Q1	–	Sell	-1,787	Closed	-$203K	–	1232
2025 Q4	$203K	Buy	+1,787	New	+$203K	﹤0.01%	1125
2024 Q4	–	Sell	-1,809	Closed	-$202K	–	1010
2024 Q3	$202K	Buy	+1,809	New	+$198K	﹤0.01%	963
2023 Q2	–	Sell	-1,831	Closed	-$201K	–	843
2023 Q1	$201K	Buy	+1,831	New	+$199K	﹤0.01%	789
2022 Q4	–	Sell	-2,920	Closed	-$284K	–	827
2022 Q3	$284K	Sell	2,920 -1,310	-31%	-$138K	0.01%	669
2022 Q2	$452K	Buy	4,230 +1,470	+53%	+$158K	0.01%	575
2022 Q1	$322K	Buy	+2,760	New	+$309K	0.01%	643
2015 Q3	–	Sell	-71	Closed	-$5K	–	2022
2015 Q2	$5K	Buy	+71	New	+$4.8K	﹤0.01%	1481

Other funds holding FXH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management's FXH Position: Q3 2026 in Review

Brookstone Capital Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.55% in Q3 2026, buying an estimated $1.42K and bringing the position to 2,001 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Brookstone Capital Management first reported a position in FXH in Q2 2015 and has held it in 9 quarters since. The position peaked at $452K in Q2 2022. 197 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

Brookstone Capital Management held 2,001 shares of First Trust Health Care AlphaDEX Fund worth $262K as of Q3 2026.
Brookstone Capital Management bought 11 First Trust Health Care AlphaDEX Fund shares in Q3 2026, an estimated $1.42K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1157 holding.
Brookstone Capital Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and has held it in 9 quarters since.
Brookstone Capital Management's First Trust Health Care AlphaDEX Fund position peaked at $452K in Q2 2022.
197 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.