Creative Capital Management Investments’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Creative Capital Management Investments’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	$42.7K	Hold	349	–	–	0.01%	172
2026 Q1	$38.3K	Hold	349	–	–	0.01%	131
2025 Q4	$39.7K	Hold	349	–	–	0.01%	127
2025 Q3	$38.3K	Hold	349	–	–	0.01%	127
2025 Q2	$36.2K	Hold	349	–	–	0.01%	133
2025 Q1	$36.2K	Hold	349	–	–	0.01%	123
2024 Q4	$36.3K	Hold	349	–	–	0.02%	121
2024 Q3	$39K	Hold	349	–	–	0.02%	109
2024 Q2	$36.5K	Hold	349	–	–	0.02%	102
2024 Q1	$38.2K	Hold	349	–	–	0.02%	98
2023 Q4	$36.1K	Hold	349	–	–	0.02%	100
2023 Q3	$33.9K	Hold	349	–	–	0.02%	101
2023 Q2	$37.8K	Buy	+349	New	+$37.4K	0.03%	95

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

Creative Capital Management Investments's FXH Position: Q2 2026 in Review

Creative Capital Management Investments held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 349 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Creative Capital Management Investments first reported a position in FXH in Q2 2023 and has held it in 13 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Creative Capital Management Investments held 349 shares of First Trust Health Care AlphaDEX Fund worth $42.7K as of Q2 2026.
Creative Capital Management Investments left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #172 holding.
Creative Capital Management Investments first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2023 and has held it in 13 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.