HI
FXH icon

Harbour Investments’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Harbour Investments’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 		$569K Buy
4,646
+596
+15% +$68.3K 0.01% 1065
2026
Q1 		$445K Buy
4,050
+51
+1% +$5.78K 0.01% 1109
2025
Q4 		$455K Buy
3,999
+602
+18% +$68.2K 0.01% 893
2025
Q3 		$373K Sell
3,397
-272
-7% -$28.5K 0.01% 939
2025
Q2 		$380K Sell
3,669
-68
-2% -$6.83K 0.01% 884
2025
Q1 		$387K Sell
3,737
-515
-12% -$55.2K 0.01% 818
2024
Q4 		$443K Sell
4,252
-2,091
-33% -$227K 0.01% 728
2024
Q3 		$710K Sell
6,343
-1,283
-17% -$141K 0.02% 550
2024
Q2 		$797K Sell
7,626
-430
-5% -$45.2K 0.03% 473
2024
Q1 		$883K Buy
8,056
+2,904
+56% +$307K 0.03% 440
2023
Q4 		$533K Sell
5,152
-9,187
-64% -$885K 0.02% 517
2023
Q3 		$1.39M Sell
14,339
-2,055
-13% -$213K 0.07% 269
2023
Q2 		$1.78M Buy
16,394
+1,515
+10% +$162K 0.09% 227
2023
Q1 		$1.6M Buy
14,879
+604
+4% +$65.7K 0.09% 226
2022
Q4 		$1.55M Buy
14,275
+1,652
+13% +$173K 0.09% 208
2022
Q3 		$1.3M Hold
12,623
– – 0.09% 225
2022
Q2 		$1.3M Buy
+12,623
New +$1.36M 0.09% 225
2021
Q4 		$228K Sell
1,833
-3,049
-62% -$365K 0.01% 667
2021
Q3 		$581K Buy
4,882
+552
+13% +$67.6K 0.02% 595
2021
Q2 		$507K Sell
4,330
-3,914
-47% -$447K 0.02% 672
2021
Q1 		$895K Buy
+8,244
New +$902K 0.03% 444

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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

Harbour Investments's FXH Position: Q2 2026 in Review

Harbour Investments increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 15% in Q2 2026, buying an estimated $68.3K and bringing the position to 4,646 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1065.

Harbour Investments first reported a position in FXH in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.78M in Q2 2023. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Harbour Investments held 4,646 shares of First Trust Health Care AlphaDEX Fund worth $569K as of Q2 2026.
  • Harbour Investments bought 596 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $68.3K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1065 holding.
  • Harbour Investments first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's First Trust Health Care AlphaDEX Fund position peaked at $1.78M in Q2 2023.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.