Harbor Asset Planning
FXH icon

Harbor Asset Planning’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Harbor Asset Planning’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
Q3 		$20.3K Hold
155
– – 0.02% 309
2026
Q2 		$18.9K Hold
155
– – 0.01% 311
2026
Q1 		$17K Buy
155
+1
+0.6% +$113 0.01% 311
2025
Q4 		$17.6K Hold
154
– – 0.02% 304
2025
Q3 		$16.9K Buy
154
+1
+0.7% +$105 0.02% 295
2025
Q2 		$15.9K Buy
+153
New +$15.4K 0.02% 292

Other funds holding FXH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Harbor Asset Planning's FXH Position: Q3 2026 in Review

Harbor Asset Planning held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q3 2026 at 155 shares worth $20.3K. The position accounts for 0.02% of the portfolio, ranked #309.

Harbor Asset Planning first reported a position in FXH in Q2 2025 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

  • Harbor Asset Planning held 155 shares of First Trust Health Care AlphaDEX Fund worth $20.3K as of Q3 2026.
  • Harbor Asset Planning left its First Trust Health Care AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #309 holding.
  • Harbor Asset Planning first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2025 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.