Compass Financial Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Compass Financial 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	$7.47K	Buy	+61	New	+$6.99K	﹤0.01%	1113

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Compass Financial Management's FXH Position: Q2 2026 in Review

Compass Financial Management opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 61 shares worth $7.47K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

242 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Compass Financial Management held 61 shares of First Trust Health Care AlphaDEX Fund worth $7.47K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Compass Financial Management position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1113 holding.
242 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.