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Financial Partners Group (Kansas)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Financial Partners Group (Kansas)’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 		$397K Hold
3,244
– – 0.04% 171
2026
Q1 		$356K Buy
3,244
+2
+0.1% +$227 0.04% 161
2025
Q4 		$371K Sell
3,242
-39
-1% -$4.42K 0.04% 162
2025
Q3 		$360K Sell
3,281
-3,077
-48% -$323K 0.04% 155
2025
Q2 		$659K Buy
6,358
+1
+0% +$100 0.09% 97
2025
Q1 		$659K Sell
6,357
-588
-8% -$63K 0.1% 93
2024
Q4 		$723K Sell
6,945
-195
-3% -$21.2K 0.11% 83
2024
Q3 		$799K Sell
7,140
-284
-4% -$31.1K 0.12% 83
2024
Q2 		$776K Sell
7,424
-1,469
-17% -$154K 0.12% 81
2024
Q1 		$975K Sell
8,893
-435
-5% -$46K 0.16% 64
2023
Q4 		$966K Sell
9,328
-785
-8% -$75.6K 0.17% 59
2023
Q3 		$920K Sell
10,113
-1,440
-12% -$149K 0.19% 56
2023
Q2 		$1.21M Sell
11,553
-1,052
-8% -$113K 0.24% 51
2023
Q1 		$1.36M Sell
12,605
-55
-0.4% -$5.98K 0.3% 45
2022
Q4 		$1.42M Sell
12,660
-307
-2% -$32.2K 0.31% 47
2022
Q3 		$1.26M Buy
12,967
+110
+0.9% +$11.6K 0.33% 43
2022
Q2 		$1.33M Buy
12,857
+231
+2% +$24.9K 0.33% 39
2022
Q1 		$1.45M Sell
12,626
-649
-5% -$72.7K 0.31% 41
2021
Q4 		$1.47M Sell
13,275
-289
-2% -$34.6K 0.32% 45
2021
Q3 		$1.61M Sell
13,564
-178
-1% -$21.8K 0.38% 43
2021
Q2 		$1.61M Sell
13,742
-222
-2% -$25.3K 0.41% 42
2021
Q1 		$1.52M Sell
13,964
-19
-0.1% -$2.08K 0.43% 40
2020
Q4 		$1.57M Sell
13,983
-649
-4% -$66K 0.47% 35
2020
Q3 		$1.39M Sell
14,632
-110
-0.7% -$10.3K 0.48% 34
2020
Q2 		$1.33M Buy
14,742
+191
+1% +$16.4K 0.52% 34
2020
Q1 		$1.03M Buy
+14,551
New +$1.18M 0.64% 25

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Financial Partners Group (Kansas)'s FXH Position: Q2 2026 in Review

Financial Partners Group (Kansas) held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 3,244 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #171.

Financial Partners Group (Kansas) first reported a position in FXH in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.61M in Q3 2021. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Financial Partners Group (Kansas) held 3,244 shares of First Trust Health Care AlphaDEX Fund worth $397K as of Q2 2026.
  • Financial Partners Group (Kansas) left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.04% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #171 holding.
  • Financial Partners Group (Kansas) first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2020 and has held it in 26 quarters since.
  • Financial Partners Group (Kansas)'s First Trust Health Care AlphaDEX Fund position peaked at $1.61M in Q3 2021.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.