Guardian Wealth Advisors (North Carolina)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$1.32K	Buy	+12	New	+$1.36K	﹤0.01%	594
2025 Q3	–	Sell	-12	Closed	-$1.24K	–	418
2025 Q2	$1.24K	Hold	12	–	–	﹤0.01%	534
2025 Q1	$1.24K	Hold	12	–	–	﹤0.01%	509
2024 Q4	$1.3K	Hold	12	–	–	﹤0.01%	492
2024 Q3	$1.39K	Hold	12	–	–	﹤0.01%	430
2024 Q2	$1.3K	Sell	12 -83	-87%	-$8.72K	﹤0.01%	417
2024 Q1	$10.5K	Buy	95 +83	+692%	+$8.77K	﹤0.01%	386
2023 Q4	$1.24K	Hold	12	–	–	﹤0.01%	421
2023 Q3	$1.17K	Hold	12	–	–	﹤0.01%	400
2023 Q2	$1.3K	Hold	12	–	–	﹤0.01%	394
2023 Q1	$1.29K	Hold	12	–	–	﹤0.01%	387
2022 Q4	$1.3K	Hold	12	–	–	﹤0.01%	356
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	330
2022 Q2	$1K	Buy	+12	New	+$1.29K	﹤0.01%	338

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

Guardian Wealth Advisors (North Carolina)'s FXH Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026: 12 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FXH as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FXH in Q2 2022 and has held it in 14 quarters since. The position peaked at $10.5K in Q1 2024. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 12 shares of First Trust Health Care AlphaDEX Fund worth $1.32K as of Q1 2026.
First Trust Health Care AlphaDEX Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #594 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2022 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Health Care AlphaDEX Fund position peaked at $10.5K in Q1 2024.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.