Creative Planning
FXH icon

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

Creative Planning’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 		$520K Buy
4,739
+490
+12% +$55.6K ﹤0.01% 3003
2025
Q4 		$484K Sell
4,249
-241
-5% -$27.3K ﹤0.01% 2875
2025
Q3 		$492K Buy
4,490
+81
+2% +$8.49K ﹤0.01% 2738
2025
Q2 		$457K Sell
4,409
-228
-5% -$22.9K ﹤0.01% 2541
2025
Q1 		$480K Sell
4,637
-301
-6% -$32.2K ﹤0.01% 2323
2024
Q4 		$514K Buy
4,938
+100
+2% +$10.9K ﹤0.01% 2196
2024
Q3 		$541K Sell
4,838
-86
-2% -$9.42K ﹤0.01% 2040
2024
Q2 		$515K Buy
4,924
+149
+3% +$15.7K ﹤0.01% 1915
2024
Q1 		$523K Sell
4,775
-790
-14% -$83.5K ﹤0.01% 1823
2023
Q4 		$576K Sell
5,565
-361
-6% -$34.8K ﹤0.01% 1607
2023
Q3 		$576K Buy
5,926
+361
+6% +$37.5K ﹤0.01% 1470
2023
Q2 		$603K Sell
5,565
-388
-7% -$41.5K ﹤0.01% 1436
2023
Q1 		$640K Buy
5,953
+578
+11% +$62.9K ﹤0.01% 1327
2022
Q4 		$584K Buy
5,375
+2
+0% +$210 ﹤0.01% 1342
2022
Q3 		$522K Sell
5,373
-697
-11% -$73.4K ﹤0.01% 1310
2022
Q2 		$626K Buy
6,070
+1,950
+47% +$210K ﹤0.01% 1192
2022
Q1 		$472K Sell
4,120
-125
-3% -$14K ﹤0.01% 1350
2021
Q4 		$527K Sell
4,245
-42
-1% -$5.03K ﹤0.01% 1269
2021
Q3 		$510K Sell
4,287
-420
-9% -$51.4K ﹤0.01% 1275
2021
Q2 		$551K Sell
4,707
-67
-1% -$7.64K ﹤0.01% 1225
2021
Q1 		$519K Buy
4,774
+102
+2% +$11.2K ﹤0.01% 1418
2020
Q4 		$504K Sell
4,672
-33
-0.7% -$3.36K ﹤0.01% 1303
2020
Q3 		$446K Buy
4,705
+166
+4% +$15.6K ﹤0.01% 1190
2020
Q2 		$409K Buy
4,539
+800
+21% +$68.6K ﹤0.01% 1137
2020
Q1 		$277K Hold
3,739
– – ﹤0.01% 1208
2019
Q4 		$315K Buy
3,739
+229
+7% +$18.1K ﹤0.01% 1377
2019
Q3 		$260K Sell
3,510
-656
-16% -$50K ﹤0.01% 1450
2019
Q2 		$323K Hold
4,166
– – ﹤0.01% 1323
2019
Q1 		$318K Sell
4,166
-480
-10% -$35.8K ﹤0.01% 1299
2018
Q4 		$320K Buy
4,646
+76
+2% +$5.76K ﹤0.01% 1197
2018
Q3 		$388K Buy
4,570
+233
+5% +$18.6K ﹤0.01% 1237
2018
Q2 		$322K Buy
4,337
+201
+5% +$14.5K ﹤0.01% 1338
2018
Q1 		$287K Sell
4,136
-531
-11% -$38.3K ﹤0.01% 1367
2017
Q4 		$326K Buy
4,667
+364
+8% +$24.9K ﹤0.01% 1313
2017
Q3 		$290K Sell
4,303
-4,356
-50% -$291K ﹤0.01% 1347
2017
Q2 		$579K Sell
8,659
-4,841
-36% -$311K ﹤0.01% 945
2017
Q1 		$843K Sell
13,500
-26,215
-66% -$1.6M ﹤0.01% 735
2016
Q4 		$2.28M Buy
39,715
+35,900
+941% +$2.08M 0.01% 369
2016
Q3 		$232K Buy
3,815
+100
+3% +$6.08K ﹤0.01% 1323
2016
Q2 		$219K Sell
3,715
-2,139
-37% -$124K ﹤0.01% 1211
2016
Q1 		$326K Buy
5,854
+1,384
+31% +$74.8K ﹤0.01% 947
2015
Q4 		$270K Buy
4,470
+80
+2% +$4.78K ﹤0.01% 1045
2015
Q3 		$255K Buy
+4,390
New +$291K ﹤0.01% 1053
2015
Q2 		– Sell
-3,765
Closed -$252K – 1787
2015
Q1 		$252K Sell
3,765
-1,396
-27% -$88.9K ﹤0.01% 1078
2014
Q4 		$311K Sell
5,161
-167
-3% -$9.74K ﹤0.01% 917
2014
Q3 		$297K Buy
5,328
+1,121
+27% +$61.5K ﹤0.01% 865
2014
Q2 		$224K Buy
4,207
+3,012
+252% +$153K ﹤0.01% 965
2014
Q1 		$61K Sell
1,195
-5,497
-82% -$280K ﹤0.01% 1676
2013
Q4 		$322K Sell
6,692
-775
-10% -$35.4K 0.01% 655
2013
Q3 		$323K Buy
+7,467
New +$315K 0.01% 571

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM

Creative Planning's FXH Position: Q1 2026 in Review

Creative Planning increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 12% in Q1 2026, buying an estimated $55.6K and bringing the position to 4,739 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

Creative Planning first reported a position in FXH in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.28M in Q4 2016. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Creative Planning held 4,739 shares of First Trust Health Care AlphaDEX Fund worth $520K as of Q1 2026.
  • Creative Planning bought 490 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $55.6K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3003 holding.
  • Creative Planning first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2013 and has held it in 50 quarters since.
  • Creative Planning's First Trust Health Care AlphaDEX Fund position peaked at $2.28M in Q4 2016.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.