Equitable Holdings’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Equitable Holdings’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	$345K	Sell	2,821 -18	-0.6%	-$2.06K	﹤0.01%	1484
2026 Q1	$323K	Buy	2,839 +112	+4%	+$12.7K	﹤0.01%	1432
2025 Q4	$310K	Buy	2,727 +775	+40%	+$87.8K	﹤0.01%	1306
2025 Q3	$214K	Buy	+1,952	New	+$205K	﹤0.01%	1421
2023 Q4	–	Sell	-4,242	Closed	-$412K	–	1148
2023 Q3	$412K	Buy	4,242 +185	+5%	+$19.2K	0.01%	782
2023 Q2	$439K	Buy	4,057 +117	+3%	+$12.5K	0.01%	742
2023 Q1	$424K	Sell	3,940 -2,135	-35%	-$232K	0.01%	686
2022 Q4	$661K	Sell	6,075 -481	-7%	-$50.4K	0.01%	542
2022 Q3	$637K	Buy	6,556 +2,614	+66%	+$275K	0.01%	505
2022 Q2	$406K	Buy	3,942 +1,240	+46%	+$134K	0.01%	607
2022 Q1	$310K	Buy	2,702 +550	+26%	+$61.6K	0.01%	704
2021 Q4	$267K	Sell	2,152 -125	-5%	-$15K	﹤0.01%	745
2021 Q3	$271K	Hold	2,277	–	–	﹤0.01%	703
2021 Q2	$267K	Sell	2,277 -179	-7%	-$20.4K	﹤0.01%	698
2021 Q1	$267K	Hold	2,456	–	–	0.01%	644
2020 Q4	$265K	Hold	2,456	–	–	0.01%	589
2020 Q3	$233K	Hold	2,456	–	–	0.01%	564
2020 Q2	$222K	Buy	+2,456	New	+$211K	0.01%	572

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

Equitable Holdings's FXH Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.63% in Q2 2026, selling an estimated $2.06K and leaving 2,821 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Equitable Holdings first reported a position in FXH in Q2 2020 and has held it in 18 quarters since. The position peaked at $661K in Q4 2022. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Equitable Holdings held 2,821 shares of First Trust Health Care AlphaDEX Fund worth $345K as of Q2 2026.
Equitable Holdings sold 18 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $2.06K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1484 holding.
Equitable Holdings first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2020 and has held it in 18 quarters since.
Equitable Holdings's First Trust Health Care AlphaDEX Fund position peaked at $661K in Q4 2022.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.