Gateway Wealth Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Gateway Wealth Partners’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	$645K	Buy	5,875 +3,084	+110%	+$350K	0.03%	488
2025 Q4	$318K	Sell	2,791 -139	-5%	-$15.8K	0.04%	355
2025 Q3	$321K	Sell	2,930 -343	-10%	-$36K	0.04%	306
2025 Q2	$339K	Buy	3,273 +294	+10%	+$29.5K	0.06%	257
2025 Q1	$309K	Sell	2,979 -6,379	-68%	-$683K	0.07%	246
2024 Q4	$974K	Sell	9,358 -4,874	-34%	-$529K	0.25%	94
2024 Q3	$1.59M	Sell	14,232 -263	-2%	-$28.8K	0.44%	58
2024 Q2	$1.52M	Buy	14,495 +388	+3%	+$40.8K	0.46%	58
2024 Q1	$1.55M	Buy	14,107 +1,708	+14%	+$181K	0.56%	50
2023 Q4	$1.28M	Sell	12,399 -505	-4%	-$48.7K	0.52%	50
2023 Q3	$1.25M	Buy	12,904 +2,866	+29%	+$297K	0.23%	72
2023 Q2	$1.09M	Buy	10,038 +3,128	+45%	+$335K	0.19%	76
2023 Q1	$743K	Buy	6,910 +1,248	+22%	+$136K	0.11%	93
2022 Q4	$616K	Buy	+5,662	New	+$594K	0.11%	90

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

Gateway Wealth Partners's FXH Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 110% in Q1 2026, buying an estimated $350K and bringing the position to 5,875 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #488.

Gateway Wealth Partners first reported a position in FXH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q3 2024. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Gateway Wealth Partners held 5,875 shares of First Trust Health Care AlphaDEX Fund worth $645K as of Q1 2026.
Gateway Wealth Partners bought 3,084 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $350K.
First Trust Health Care AlphaDEX Fund made up 0.03% of Gateway Wealth Partners's portfolio in Q1 2026, its #488 holding.
Gateway Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
Gateway Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $1.59M in Q3 2024.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.