HB Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

HB Wealth Management’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	$825K	Hold	6,740	–	–	﹤0.01%	832
2026 Q1	$740K	Hold	6,740	–	–	﹤0.01%	794
2025 Q4	$767K	Hold	6,740	–	–	0.01%	720
2025 Q3	$739K	Buy	+6,740	New	+$707K	0.01%	701
2025 Q2	–	Sell	-6,740	Closed	-$698K	–	1211
2025 Q1	$698K	Hold	6,740	–	–	0.01%	658
2024 Q4	$702K	Hold	6,740	–	–	0.01%	515
2024 Q3	$754K	Hold	6,740	–	–	0.01%	454
2024 Q2	$704K	Buy	6,740 +3,200	+90%	+$336K	0.01%	448
2024 Q1	$388K	Hold	3,540	–	–	﹤0.01%	571
2023 Q4	$367K	Buy	+3,540	New	+$341K	0.01%	539

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 $751M AUM

HB Wealth Management's FXH Position: Q2 2026 in Review

HB Wealth Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 6,740 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

HB Wealth Management first reported a position in FXH in Q4 2023 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

HB Wealth Management held 6,740 shares of First Trust Health Care AlphaDEX Fund worth $825K as of Q2 2026.
HB Wealth Management 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 HB Wealth Management's portfolio in Q2 2026, its #832 holding.
HB Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 10 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.