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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Brookstone Capital Management's FXH Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 1,990 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in FXH as recently as Q4 2025.

Brookstone Capital Management first reported a position in FXH in Q2 2015 and has held it in 8 quarters since. The position peaked at $452K in Q2 2022. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Brookstone Capital Management held 1,990 shares of First Trust Health Care AlphaDEX Fund worth $244K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Brookstone Capital Management position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1177 holding.
Brookstone Capital Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and has held it in 8 quarters since.
Brookstone Capital Management's First Trust Health Care AlphaDEX Fund position peaked at $452K in Q2 2022.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.