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

Evoke 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	–	Sell	-5,378	Closed	-$590K	–	242
2026 Q1	$590K	Hold	5,378	–	–	0.01%	374
2025 Q4	$612K	Buy	+5,378	New	+$609K	0.01%	352

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

Evoke Wealth's FXH Position: Q2 2026 in Review

Evoke Wealth sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 5,378 shares — an estimated $590K sold.

Evoke Wealth first reported a position in FXH in Q4 2025 and held it in 2 quarters. The position peaked at $612K in Q4 2025. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Evoke Wealth reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 5,378 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $590K.
Evoke Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
Evoke Wealth's First Trust Health Care AlphaDEX Fund position peaked at $612K in Q4 2025.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.