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

HighMark 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	$25.7K	Hold	210	–	–	0.01%	232
2026 Q1	$23.1K	Hold	210	–	–	0.01%	221
2025 Q4	$23.9K	Hold	210	–	–	0.01%	228
2025 Q3	$23K	Hold	210	–	–	0.01%	221
2025 Q2	$21.8K	Hold	210	–	–	0.01%	217
2025 Q1	$21.8K	Hold	210	–	–	0.01%	194
2024 Q4	$21.9K	Hold	210	–	–	0.01%	191
2024 Q3	$23.5K	Hold	210	–	–	0.01%	191
2024 Q2	$21.9K	Buy	210 +60	+40%	+$6.3K	0.01%	193
2024 Q1	$16.4K	Hold	150	–	–	0.01%	217
2023 Q4	$15.5K	Hold	150	–	–	0.01%	217
2023 Q3	$14.6K	Hold	150	–	–	0.01%	213
2023 Q2	$16.2K	Hold	150	–	–	0.01%	203
2023 Q1	$16.1K	Hold	150	–	–	0.01%	231
2022 Q4	$16.3K	Hold	150	–	–	0.01%	188
2022 Q3	$15K	Hold	150	–	–	0.01%	194
2022 Q2	$15K	Hold	150	–	–	0.01%	197
2022 Q1	$17K	Buy	+150	New	+$16.8K	0.01%	193

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 22.96% 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

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

HighMark Wealth Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 210 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #232.

HighMark Wealth Management first reported a position in FXH in Q1 2022 and has held it in 18 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

HighMark Wealth Management held 210 shares of First Trust Health Care AlphaDEX Fund worth $25.7K as of Q2 2026.
HighMark 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 HighMark Wealth Management's portfolio in Q2 2026, its #232 holding.
HighMark Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and has held it in 18 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.