Cathy Pareto & Associates’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cathy Pareto & Associates’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	$718K	Sell	5,864 -247	-4%	-$28.3K	0.42%	48
2026 Q1	$670K	Sell	6,111 -315	-5%	-$35.7K	0.45%	43
2025 Q4	$732K	Sell	6,426 -305	-5%	-$34.6K	0.51%	42
2025 Q3	$738K	Sell	6,731 -368	-5%	-$38.6K	0.56%	40
2025 Q2	$736K	Sell	7,099 -654	-8%	-$65.7K	0.61%	38
2025 Q1	$803K	Sell	7,753 -984	-11%	-$105K	0.71%	32
2024 Q4	$910K	Buy	+8,737	New	+$949K	0.84%	30

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

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M 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

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return