Golden State Equity Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Golden State Equity 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	–	Sell	-1,438	Closed	-$158K	–	865
2026 Q1	$158K	Buy	+1,438	New	+$163K	0.01%	660

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

Golden State Equity Partners's FXH Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 1,438 shares — an estimated $158K sold.

Golden State Equity Partners first reported a position in FXH in Q1 2026 and held it in 1 quarter. The position peaked at $158K in Q1 2026. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Golden State Equity Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,438 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $158K.
Golden State Equity Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's First Trust Health Care AlphaDEX Fund position peaked at $158K in Q1 2026.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.