FP
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Financial Perspectives’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Financial Perspectives’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 		$10.4K Hold
85
– – ﹤0.01% 540
2026
Q1 		$9.33K Hold
85
– – ﹤0.01% 534
2025
Q4 		$9.68K Buy
+85
New +$9.63K ﹤0.01% 527

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 22.96% 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

Financial Perspectives's FXH Position: Q2 2026 in Review

Financial Perspectives held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 85 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Financial Perspectives first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Financial Perspectives held 85 shares of First Trust Health Care AlphaDEX Fund worth $10.4K as of Q2 2026.
  • Financial Perspectives 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 Financial Perspectives's portfolio in Q2 2026, its #540 holding.
  • Financial Perspectives first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.