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

Paller Financial Services Centennial, Colorado $134M AUM

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return