HHM Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

HHM Wealth 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	$72.7K	Hold	594	–	–	0.01%	333
2026 Q1	$65.2K	Sell	594 -100	-14%	-$11.3K	0.01%	334
2025 Q4	$79K	Hold	694	–	–	0.01%	299
2025 Q3	$76.1K	Hold	694	–	–	0.01%	308
2025 Q2	$72K	Hold	694	–	–	0.01%	322
2025 Q1	$71.9K	Hold	694	–	–	0.01%	306
2024 Q4	$72.3K	Hold	694	–	–	0.01%	305
2024 Q3	$77.6K	Sell	694 -180	-21%	-$19.7K	0.01%	278
2024 Q2	$91.4K	Hold	874	–	–	0.01%	259
2024 Q1	$95.8K	Sell	874 -442	-34%	-$46.7K	0.02%	212
2023 Q4	$136K	Hold	1,316	–	–	0.02%	179
2023 Q3	$128K	Hold	1,316	–	–	0.03%	174
2023 Q2	$143K	Hold	1,316	–	–	0.03%	167
2023 Q1	$142K	Hold	1,316	–	–	0.03%	163
2022 Q4	$143K	Hold	1,316	–	–	0.03%	145
2022 Q3	$128K	Hold	1,316	–	–	0.03%	146
2022 Q2	$136K	Hold	1,316	–	–	0.03%	162
2022 Q1	$151K	Hold	1,316	–	–	0.04%	169
2021 Q4	$163K	Hold	1,316	–	–	0.04%	159
2021 Q3	$157K	Hold	1,316	–	–	0.04%	158
2021 Q2	$154K	Hold	1,316	–	–	0.04%	162
2021 Q1	$143K	Hold	1,316	–	–	0.04%	153
2020 Q4	$142K	Hold	1,316	–	–	0.05%	131
2020 Q3	$125K	Hold	1,316	–	–	0.05%	128
2020 Q2	$119K	Buy	1,316 +585	+80%	+$50.2K	0.05%	118
2020 Q1	$54K	Buy	+731	New	+$59.4K	0.03%	195

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

HHM Wealth Advisors's FXH Position: Q2 2026 in Review

HHM Wealth Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 594 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #333.

HHM Wealth Advisors first reported a position in FXH in Q1 2020 and has held it in 26 quarters since. The position peaked at $163K in Q4 2021. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

HHM Wealth Advisors held 594 shares of First Trust Health Care AlphaDEX Fund worth $72.7K as of Q2 2026.
HHM Wealth Advisors 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 HHM Wealth Advisors's portfolio in Q2 2026, its #333 holding.
HHM Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $163K in Q4 2021.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.