Capital Analysts LLC’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Capital Analysts LLC’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	$150K	Buy	1,227 +782	+176%	+$89.6K	﹤0.01%	753
2026 Q1	$49K	Hold	445	–	–	﹤0.01%	940
2025 Q4	$51K	Hold	445	–	–	﹤0.01%	910
2025 Q3	$49K	Sell	445 -24	-5%	-$2.52K	﹤0.01%	882
2025 Q2	$49K	Hold	469	–	–	﹤0.01%	814
2025 Q1	$49K	Buy	469 +352	+301%	+$37.7K	﹤0.01%	796
2024 Q4	$12K	Hold	117	–	–	﹤0.01%	1032
2024 Q3	$13K	Hold	117	–	–	﹤0.01%	979
2024 Q2	$12K	Hold	117	–	–	﹤0.01%	934
2024 Q1	$13K	Hold	117	–	–	﹤0.01%	891
2023 Q4	$12K	Sell	117 -146	-56%	-$14.1K	﹤0.01%	878
2023 Q3	$26K	Sell	263 -430	-62%	-$44.6K	﹤0.01%	732
2023 Q2	$75K	Sell	693 -236	-25%	-$25.3K	﹤0.01%	517
2023 Q1	$100K	Hold	929	–	–	0.01%	472
2022 Q4	$101K	Hold	929	–	–	0.01%	500
2022 Q3	$90K	Buy	929 +187	+25%	+$19.7K	0.01%	468
2022 Q2	$77K	Buy	+742	New	+$79.9K	0.01%	466
2016 Q2	–	Sell	-93	Closed	-$5.18K	–	350
2016 Q1	$5.18K	Hold	93	–	–	﹤0.01%	354
2015 Q4	$5.62K	Hold	93	–	–	﹤0.01%	359
2015 Q3	$5.41K	Hold	93	–	–	﹤0.01%	340
2015 Q2	$6.4K	Sell	93 -5	-5%	-$338	﹤0.01%	354
2015 Q1	$6.57K	Buy	+98	New	+$6.24K	﹤0.01%	357

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

Capital Analysts LLC's FXH Position: Q2 2026 in Review

Capital Analysts LLC increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 176% in Q2 2026, buying an estimated $89.6K and bringing the position to 1,227 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Capital Analysts LLC first reported a position in FXH in Q1 2015 and has held it in 22 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Capital Analysts LLC held 1,227 shares of First Trust Health Care AlphaDEX Fund worth $150K as of Q2 2026.
Capital Analysts LLC bought 782 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $89.6K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #753 holding.
Capital Analysts LLC first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2015 and has held it in 22 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.