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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM

Financial Perspectives's FXH Position: Q1 2026 in Review

Financial Perspectives held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q1 2026 at 85 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Financial Perspectives first reported a position in FXH in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.68K in Q4 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Financial Perspectives held 85 shares of First Trust Health Care AlphaDEX Fund worth $9.33K as of Q1 2026.
  • Financial Perspectives left its First Trust Health Care AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #534 holding.
  • Financial Perspectives first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • Financial Perspectives's First Trust Health Care AlphaDEX Fund position peaked at $9.68K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.