Creative Financial Designs’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Creative Financial Designs’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	$143K	Sell	1,166 -64	-5%	-$7.34K	0.01%	689
2026 Q1	$135K	Buy	1,230 +286	+30%	+$32.4K	0.01%	612
2025 Q4	$107K	Sell	944 -6	-0.6%	-$680	0.01%	645
2025 Q3	$104K	Sell	950 -490	-34%	-$51.4K	0.01%	637
2025 Q2	$149K	Sell	1,440 -19	-1%	-$1.91K	0.01%	567
2025 Q1	$151K	Sell	1,459 -155	-10%	-$16.6K	0.01%	515
2024 Q4	$168K	Sell	1,614 -2	-0.1%	-$217	0.01%	490
2024 Q3	$181K	Buy	1,616 +152	+10%	+$16.7K	0.02%	474
2024 Q2	$153K	Sell	1,464 -58	-4%	-$6.09K	0.01%	491
2024 Q1	$167K	Sell	1,522 -3,787	-71%	-$400K	0.02%	462
2023 Q4	$550K	Sell	5,309 -1,365	-20%	-$132K	0.06%	235
2023 Q3	$648K	Sell	6,674 -1,124	-14%	-$117K	0.08%	183
2023 Q2	$845K	Buy	7,798 +59	+0.8%	+$6.32K	0.1%	169
2023 Q1	$832K	Sell	7,739 -1,820	-19%	-$198K	0.11%	158
2022 Q4	$1.04M	Sell	9,559 -668	-7%	-$70K	0.15%	125
2022 Q3	$994K	Buy	10,227 +310	+3%	+$32.6K	0.16%	120
2022 Q2	$1.02M	Buy	9,917 +693	+8%	+$74.6K	0.17%	121
2022 Q1	$1.06M	Sell	9,224 -174	-2%	-$19.5K	0.16%	123
2021 Q4	$1.17M	Sell	9,398 -1,810	-16%	-$217K	0.18%	119
2021 Q3	$1.33M	Sell	11,208 -51	-0.5%	-$6.24K	0.22%	95
2021 Q2	$1.32M	Sell	11,259 -1,147	-9%	-$131K	0.23%	85
2021 Q1	$1.35M	Buy	12,406 +1,232	+11%	+$135K	0.26%	78
2020 Q4	$1.2M	Buy	11,174 +2,797	+33%	+$285K	0.26%	74
2020 Q3	$794K	Sell	8,377 -952	-10%	-$89.2K	0.2%	97
2020 Q2	$841K	Buy	9,329 +6,792	+268%	+$582K	0.25%	73
2020 Q1	$188K	Hold	2,537	–	–	0.1%	129
2019 Q4	$214K	Sell	2,537 -777	-23%	-$61.5K	0.1%	147
2019 Q3	$239K	Buy	3,314 +264	+9%	+$20.1K	0.13%	129
2019 Q2	$236K	Buy	3,050 +89	+3%	+$6.62K	0.13%	126
2019 Q1	$226K	Hold	2,961	–	–	0.14%	111
2018 Q4	$204K	Hold	2,961	–	–	0.15%	108
2018 Q3	$251K	Hold	2,961	–	–	0.14%	104
2018 Q2	$220K	Hold	2,961	–	–	0.13%	116
2018 Q1	$205K	Hold	2,961	–	–	0.13%	113
2017 Q4	$207K	Sell	2,961 -692	-19%	-$47.3K	0.14%	112
2017 Q3	$246K	Hold	3,653	–	–	0.14%	120
2017 Q2	$244K	Sell	3,653 -2,554	-41%	-$164K	0.16%	119
2017 Q1	$379K	Sell	6,207 -5,706	-48%	-$348K	0.27%	97
2016 Q4	$684K	Buy	+11,913	New	+$690K	0.56%	52

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 Financial Designs's FXH Position: Q2 2026 in Review

Creative Financial Designs reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 5.2% in Q2 2026, selling an estimated $7.34K and leaving 1,166 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #689.

Creative Financial Designs first reported a position in FXH in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.35M in Q1 2021. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Creative Financial Designs held 1,166 shares of First Trust Health Care AlphaDEX Fund worth $143K as of Q2 2026.
Creative Financial Designs sold 64 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $7.34K.
First Trust Health Care AlphaDEX Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #689 holding.
Creative Financial Designs first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's First Trust Health Care AlphaDEX Fund position peaked at $1.35M in Q1 2021.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.