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 Q2	$978K	Buy	7,992 +2,117	+36%	+$243K	0.06%	307
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 $1.89T 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

Gateway Wealth Partners's FXH Position: Q2 2026 in Review

Gateway Wealth Partners increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 36% in Q2 2026, buying an estimated $243K and bringing the position to 7,992 shares worth $978K. The position accounts for 0.06% of the portfolio, ranked #307.

Gateway Wealth Partners first reported a position in FXH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.59M in Q3 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Gateway Wealth Partners held 7,992 shares of First Trust Health Care AlphaDEX Fund worth $978K as of Q2 2026.
Gateway Wealth Partners bought 2,117 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $243K.
First Trust Health Care AlphaDEX Fund made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #307 holding.
Gateway Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $1.59M in Q3 2024.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.