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 Q2	–	Sell	-12	Closed	-$1.32K	–	449
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 $1.89T 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 22.9% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FXH Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 12 shares — an estimated $1.32K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FXH in Q2 2022 and held it in 14 quarters. The position peaked at $10.5K in Q1 2024. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 12 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $1.32K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Health Care AlphaDEX Fund position peaked at $10.5K in Q1 2024.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.