Financial Advisory Corporation’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Financial Advisory Corporation’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	$2.32M	Buy	18,978 +7	+0%	+$802	0.31%	19
2026 Q1	$2.08M	Sell	18,971 -1,222	-6%	-$139K	0.29%	19
2025 Q4	$2.3M	Sell	20,193 -97	-0.5%	-$11K	0.33%	18
2025 Q3	$2.23M	Sell	20,290 -489	-2%	-$51.3K	0.33%	18
2025 Q2	$2.15M	Sell	20,779 -1,323	-6%	-$133K	0.33%	17
2025 Q1	$2.29M	Sell	22,102 -1,759	-7%	-$188K	0.38%	17
2024 Q4	$2.48M	Buy	+23,861	New	+$2.59M	0.43%	15

Other funds holding FXH

Paller Financial Services Centennial, Colorado $134M AUM

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

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

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return