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

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

DiNuzzo Private Wealth's FXH Position: Q2 2026 in Review

DiNuzzo Private Wealth held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 57 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

DiNuzzo Private Wealth first reported a position in FXH in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

DiNuzzo Private Wealth held 57 shares of First Trust Health Care AlphaDEX Fund worth $6.98K as of Q2 2026.
DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's portfolio in Q2 2026, its #338 holding.
DiNuzzo Private Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.