BFC Planning, Inc.’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

BFC Planning, Inc.’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 Q3	$74.6K	Buy	571 +1	+0.2%	+$129	﹤0.01%	1363
2026 Q2	$69.7K	Buy	570 +470	+470%	+$53.9K	﹤0.01%	1389
2026 Q1	$11K	Sell	100 -147	-60%	-$16.7K	﹤0.01%	1999
2025 Q4	$28.1K	Buy	247 +147	+147%	+$16.7K	﹤0.01%	1596
2025 Q3	$11K	Hold	100	–	–	﹤0.01%	1873
2025 Q2	$10.4K	Hold	100	–	–	﹤0.01%	1786
2025 Q1	$10.4K	Hold	100	–	–	﹤0.01%	1753
2024 Q4	$10.4K	Hold	100	–	–	﹤0.01%	1750
2024 Q3	$11.2K	Buy	+100	New	+$11K	﹤0.01%	1697

Other funds holding FXH

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BFC Planning, Inc.'s FXH Position: Q3 2026 in Review

BFC Planning, Inc. increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.18% in Q3 2026, buying an estimated $129 and bringing the position to 571 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

BFC Planning, Inc. first reported a position in FXH in Q3 2024 and has held it in 9 quarters since. 232 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

BFC Planning, Inc. held 571 shares of First Trust Health Care AlphaDEX Fund worth $74.6K as of Q3 2026.
BFC Planning, Inc. bought 1 First Trust Health Care AlphaDEX Fund share in Q3 2026, an estimated $129.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1363 holding.
BFC Planning, Inc. first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
232 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.