DHJJ Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

DHJJ Financial 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	$2.5K	Hold	20	–	–	﹤0.01%	730
2026 Q1	$2.24K	Hold	20	–	–	﹤0.01%	733
2025 Q4	$2.31K	Hold	20	–	–	﹤0.01%	701
2025 Q3	$2.23K	Hold	20	–	–	﹤0.01%	679
2025 Q2	$2.09K	Hold	20	–	–	﹤0.01%	676
2025 Q1	$2.09K	Hold	20	–	–	﹤0.01%	634
2024 Q4	$2.1K	Hold	20	–	–	﹤0.01%	605
2024 Q3	$2.25K	Hold	20	–	–	﹤0.01%	591
2024 Q2	$2.1K	Hold	20	–	–	﹤0.01%	553
2024 Q1	$2.2K	Hold	20	–	–	﹤0.01%	543
2023 Q4	$2.08K	Hold	20	–	–	﹤0.01%	540
2023 Q3	$1.95K	Buy	+20	New	+$2.08K	﹤0.01%	541

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

DHJJ Financial Advisors's FXH Position: Q2 2026 in Review

DHJJ Financial Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 20 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

DHJJ Financial Advisors first reported a position in FXH in Q3 2023 and has held it in 12 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

DHJJ Financial Advisors held 20 shares of First Trust Health Care AlphaDEX Fund worth $2.5K as of Q2 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #730 holding.
DHJJ Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.