Foundations Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Foundations Investment Advisors’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	$1.72M	Buy	+14,014	New	+$1.61M	0.02%	443
2023 Q1	–	Sell	-7,799	Closed	-$848K	–	524
2022 Q4	$848K	Sell	7,799 -408	-5%	-$42.8K	0.03%	217
2022 Q3	$798K	Sell	8,207 -379	-4%	-$39.9K	0.03%	193
2022 Q2	$903K	Buy	+8,586	New	+$925K	0.04%	162

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 22.9% 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

Foundations Investment Advisors's FXH Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 14,014 shares worth $1.72M. The stake represents 0.02% of the portfolio and ranks #443 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in FXH as recently as Q4 2022.

Foundations Investment Advisors first reported a position in FXH in Q2 2022 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Foundations Investment Advisors held 14,014 shares of First Trust Health Care AlphaDEX Fund worth $1.72M as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Foundations Investment Advisors position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #443 holding.
Foundations Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2022 and has held it in 4 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.