Coppell Advisory Solutions’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-3,468	Closed	-$399K	–	153
2025 Q4	$399K	Buy	3,468 +1,143	+49%	+$130K	0.04%	285
2025 Q3	$251K	Sell	2,325 -17	-0.7%	-$1.78K	0.03%	354
2025 Q2	$242K	Hold	2,342	–	–	0.03%	326
2025 Q1	$234K	Sell	2,342 -5,721	-71%	-$613K	0.03%	294
2024 Q4	$844K	Sell	8,063 -19,958	-71%	-$2.17M	0.12%	134
2024 Q3	$3.12M	Sell	28,021 -4,378	-14%	-$480K	0.46%	41
2024 Q2	$3.39M	Buy	+32,399	New	+$3.4M	0.56%	34
2023 Q4	$3.25M	Buy	31,365 +8,087	+35%	+$779K	0.65%	30
2023 Q3	$2.53M	Sell	23,278 -51,992	-69%	-$5.4M	0.87%	25
2023 Q2	$8.09M	Buy	75,270 +41,883	+125%	+$4.48M	2.29%	4
2023 Q1	$3.54M	Buy	33,387 +10,109	+43%	+$1.1M	1.16%	15
2022 Q4	$2.53M	Buy	+23,278	New	+$2.44M	0.86%	26
2020 Q4	$613K	Buy	+5,692	New	+$579K	0.31%	85

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Coppell Advisory Solutions's FXH Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 3,468 shares — an estimated $399K sold.

Coppell Advisory Solutions first reported a position in FXH in Q4 2020 and held it in 13 quarters. The position peaked at $8.09M in Q2 2023. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,468 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $399K.
Coppell Advisory Solutions first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 13 quarters.
Coppell Advisory Solutions's First Trust Health Care AlphaDEX Fund position peaked at $8.09M in Q2 2023.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.