Halbert Hargrove Global Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Halbert Hargrove Global Advisors’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	$33.7K	Buy	+275	New	+$31.5K	﹤0.01%	238

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

Halbert Hargrove Global Advisors's FXH Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 275 shares worth $33.7K. The stake represents ﹤0.01% of the portfolio and ranks #238 among its holdings.

252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Halbert Hargrove Global Advisors held 275 shares of First Trust Health Care AlphaDEX Fund worth $33.7K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Halbert Hargrove Global Advisors position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #238 holding.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.