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Golden State Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Golden State Wealth Management’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 		$1.48M Sell
12,115
-136
-1% -$15.6K 0.14% 152
2026
Q1 		$1.34M Sell
12,251
-368
-3% -$41.7K 0.15% 133
2025
Q4 		$1.44M Sell
12,619
-624
-5% -$70.7K 0.15% 115
2025
Q3 		$1.45M Sell
13,243
-1,134
-8% -$119K 0.16% 108
2025
Q2 		$1.49M Sell
14,377
-312
-2% -$31.3K 0.18% 105
2025
Q1 		$1.52M Sell
14,689
-862
-6% -$92.3K 0.23% 85
2024
Q4 		$1.62M Buy
+15,551
New +$1.69M 0.24% 80
2022
Q1 		$2.37M Sell
20,685
-335
-2% -$37.5K 0.47% 41
2021
Q4 		$2.61M Buy
21,020
+2,119
+11% +$254K 0.45% 42
2021
Q3 		$2.25M Buy
18,901
+2,994
+19% +$366K 0.49% 36
2021
Q2 		$1.86M Buy
15,907
+463
+3% +$52.8K 0.41% 51
2021
Q1 		$1.68M Buy
15,444
+7,075
+85% +$774K 0.55% 35
2020
Q4 		$902K Buy
8,369
+2,379
+40% +$242K 0.26% 77
2020
Q3 		$567K Buy
+5,990
New +$561K 0.19% 87
2020
Q2 		– Sell
-8,314
Closed -$615K – 511
2020
Q1 		$615K Buy
+8,314
New +$675K 0.27% 64
2019
Q4 		– Sell
-13,829
Closed -$1.02M – 380
2019
Q3 		$1.02M Sell
13,829
-170
-1% -$13K 0.34% 60
2019
Q2 		$1.08M Sell
13,999
-50
-0.4% -$3.72K 0.34% 59
2019
Q1 		$1.07M Buy
+14,049
New +$1.05M 0.36% 57

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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 Wealth Management's FXH Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 1.1% in Q2 2026, selling an estimated $15.6K and leaving 12,115 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #152.

Golden State Wealth Management first reported a position in FXH in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.61M in Q4 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Golden State Wealth Management held 12,115 shares of First Trust Health Care AlphaDEX Fund worth $1.48M as of Q2 2026.
  • Golden State Wealth Management sold 136 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $15.6K.
  • First Trust Health Care AlphaDEX Fund made up 0.14% of Golden State Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Golden State Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $2.61M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.