Cahill Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cahill Financial 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	$214K	Buy	+1,747	New	+$200K	0.02%	286
2025 Q2	–	Sell	-2,255	Closed	-$234K	–	276
2025 Q1	$234K	Buy	2,255 +1	+0%	+$107	0.03%	240
2024 Q4	$235K	Buy	2,254 +1	+0%	+$109	0.03%	241
2024 Q3	$252K	Buy	2,253 +4	+0.2%	+$438	0.03%	229
2024 Q2	$235K	Hold	2,249	–	–	0.03%	242
2024 Q1	$246K	Buy	2,249 +3	+0.1%	+$317	0.03%	239
2023 Q4	$233K	Buy	2,246 +2	+0.1%	+$193	0.03%	223
2023 Q3	$218K	Buy	2,244 +1	+0%	+$104	0.04%	228
2023 Q2	$243K	Buy	2,243 +1	+0%	+$107	0.04%	214
2023 Q1	$241K	Buy	2,242 +1	+0%	+$109	0.04%	213
2022 Q4	$244K	Buy	2,241 +2	+0.1%	+$210	0.05%	206
2022 Q3	$218K	Buy	2,239 +3	+0.1%	+$316	0.05%	206
2022 Q2	$231K	Hold	2,236	–	–	0.05%	197
2022 Q1	$256K	Sell	2,236 -85	-4%	-$9.53K	0.05%	199
2021 Q4	$288K	Sell	2,321 -140	-6%	-$16.8K	0.06%	193
2021 Q3	$293K	Hold	2,461	–	–	0.06%	190
2021 Q2	$288K	Hold	2,461	–	–	0.06%	179
2021 Q1	$267K	Hold	2,461	–	–	0.07%	180
2020 Q4	$265K	Sell	2,461 -83	-3%	-$8.44K	0.07%	175
2020 Q3	$241K	Hold	2,544	–	–	0.09%	147
2020 Q2	$230K	Buy	+2,544	New	+$218K	0.09%	145
2020 Q1	–	Sell	-2,544	Closed	-$215K	–	156
2019 Q4	$215K	Buy	+2,544	New	+$201K	0.08%	152
2019 Q2	–	Sell	-2,750	Closed	-$211K	–	156
2019 Q1	$211K	Buy	+2,750	New	+$205K	0.09%	146
2018 Q4	–	Sell	-3,068	Closed	-$261K	–	148
2018 Q3	$261K	Buy	3,068 +318	+12%	+$25.4K	0.12%	133
2018 Q2	$205K	Buy	+2,750	New	+$199K	0.09%	151
2018 Q1	–	Sell	-2,949	Closed	-$206K	–	150
2017 Q4	$206K	Buy	+2,949	New	+$201K	0.1%	134
2015 Q3	–	Sell	-2,998	Closed	-$207K	–	108
2015 Q2	$207K	Buy	+2,998	New	+$203K	0.15%	105

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 22.9% 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

Cahill Financial Advisors's FXH Position: Q2 2026 in Review

Cahill Financial Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 1,747 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings. This is a return to the name: Cahill Financial Advisors previously reported a position in FXH as recently as Q1 2025.

Cahill Financial Advisors first reported a position in FXH in Q2 2015 and has held it in 27 quarters since. The position peaked at $293K in Q3 2021. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Cahill Financial Advisors held 1,747 shares of First Trust Health Care AlphaDEX Fund worth $214K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Cahill Financial Advisors position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #286 holding.
Cahill Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and has held it in 27 quarters since.
Cahill Financial Advisors's First Trust Health Care AlphaDEX Fund position peaked at $293K in Q3 2021.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.