Delos Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Delos Wealth Advisors’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	$202K	Hold	1,648	–	–	0.1%	83
2026 Q1	$181K	Hold	1,648	–	–	0.1%	85
2025 Q4	$188K	Hold	1,648	–	–	0.12%	58
2025 Q3	$181K	Hold	1,648	–	–	0.12%	60
2025 Q2	$171K	Buy	+1,648	New	+$166K	0.13%	56
2025 Q1	–	Sell	-1,648	Closed	-$172K	–	97
2024 Q4	$172K	Hold	1,648	–	–	0.14%	52
2024 Q3	$184K	Hold	1,648	–	–	0.16%	57
2024 Q2	$172K	Hold	1,648	–	–	0.17%	57
2024 Q1	$181K	Hold	1,648	–	–	0.2%	47
2023 Q4	$171K	Hold	1,648	–	–	0.25%	40
2023 Q3	$171K	Hold	1,648	–	–	0.21%	44
2023 Q2	$178K	Hold	1,648	–	–	0.23%	43
2023 Q1	$177K	Hold	1,648	–	–	0.22%	45
2022 Q4	$179K	Hold	1,648	–	–	0.28%	39
2022 Q3	$160K	Hold	1,648	–	–	0.19%	39
2022 Q2	$170K	Hold	1,648	–	–	0.19%	42
2022 Q1	$189K	Hold	1,648	–	–	0.19%	49
2021 Q4	$205K	Hold	1,648	–	–	0.2%	40
2021 Q3	$196K	Sell	1,648 -18	-1%	-$2.2K	0.22%	39
2021 Q2	$195K	Buy	+1,666	New	+$190K	0.24%	41

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 22.96% 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

Delos Wealth Advisors's FXH Position: Q2 2026 in Review

Delos Wealth Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 1,648 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #83.

Delos Wealth Advisors first reported a position in FXH in Q2 2021 and has held it in 20 quarters since. The position peaked at $205K in Q4 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Delos Wealth Advisors held 1,648 shares of First Trust Health Care AlphaDEX Fund worth $202K as of Q2 2026.
Delos Wealth Advisors left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.1% of Delos Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Delos Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2021 and has held it in 20 quarters since.
Delos Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $205K in Q4 2021.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.