Founders Financial Alliance’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Founders Financial Alliance’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	$61.8K	Hold	505	–	–	0.01%	540
2026 Q1	$55.4K	Buy	+505	New	+$57.3K	0.01%	503
2025 Q4	–	Sell	-503	Closed	-$55.2K	–	645
2025 Q3	$55.2K	Buy	+503	New	+$52.7K	0.01%	491
2025 Q2	–	Sell	-500	Closed	-$51.8K	–	569
2025 Q1	$51.8K	Hold	500	–	–	0.01%	438
2024 Q4	$52.1K	Hold	500	–	–	0.01%	378
2024 Q3	$55.9K	Buy	500 +1	+0.2%	+$110	0.02%	383
2024 Q2	$52.2K	Hold	499	–	–	0.02%	371
2024 Q1	$54.7K	Hold	499	–	–	0.02%	374
2023 Q4	$51.7K	Hold	499	–	–	0.02%	338
2023 Q3	$48.5K	Hold	499	–	–	0.02%	325
2023 Q2	$54K	Hold	499	–	–	0.02%	337
2023 Q1	$52.9K	Hold	499	–	–	0.03%	296
2022 Q4	$54.3K	Hold	499	–	–	0.02%	317
2022 Q3	$49K	Buy	499 +25	+5%	+$2.63K	0.02%	317
2022 Q2	$49K	Sell	474 -25	-5%	-$2.69K	0.02%	337
2022 Q1	$57K	Hold	499	–	–	0.03%	315
2021 Q4	$62K	Hold	499	–	–	0.02%	342
2021 Q3	$59K	Hold	499	–	–	0.03%	320
2021 Q2	$59K	Hold	499	–	–	0.03%	333
2021 Q1	$57K	Hold	499	–	–	0.03%	320
2020 Q4	$54K	Hold	499	–	–	0.03%	288
2020 Q3	$49K	Buy	+499	New	+$46.7K	0.03%	381

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 22.96% 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

Founders Financial Alliance's FXH Position: Q2 2026 in Review

Founders Financial Alliance held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 505 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #540.

Founders Financial Alliance first reported a position in FXH in Q3 2020 and has held it in 22 quarters since. The position peaked at $62K in Q4 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Founders Financial Alliance held 505 shares of First Trust Health Care AlphaDEX Fund worth $61.8K as of Q2 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q2 2026, its #540 holding.
Founders Financial Alliance first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2020 and has held it in 22 quarters since.
Founders Financial Alliance's First Trust Health Care AlphaDEX Fund position peaked at $62K in Q4 2021.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.