HAP
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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
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

PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
PFS
Paller Financial Services Centennial, Colorado $134M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbor Asset Planning's FXH Position: Q2 2026 in Review

Harbor Asset Planning held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 155 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #311.

Harbor Asset Planning first reported a position in FXH in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Harbor Asset Planning held 155 shares of First Trust Health Care AlphaDEX Fund worth $18.9K as of Q2 2026.
  • Harbor Asset Planning left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #311 holding.
  • Harbor Asset Planning first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.