DiNuzzo Private Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

DiNuzzo Private Wealth’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	$6.98K	Hold	57	–	–	﹤0.01%	338
2026 Q1	$6.26K	Hold	57	–	–	﹤0.01%	349
2025 Q4	$6.49K	Hold	57	–	–	﹤0.01%	336
2025 Q3	$6.12K	Hold	57	–	–	﹤0.01%	345
2025 Q2	$5.91K	Hold	57	–	–	﹤0.01%	337
2025 Q1	$5.91K	Hold	57	–	–	﹤0.01%	330
2024 Q4	$5.94K	Hold	57	–	–	﹤0.01%	313
2024 Q3	$6.38K	Buy	+57	New	+$6.24K	﹤0.01%	319

Other funds holding FXH

Paller Financial Services Centennial, Colorado $134M AUM

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return