HAG
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HighPoint Advisor Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

HighPoint Advisor Group’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 		$269K Buy
2,197
+341
+18% +$39.1K 0.01% 604
2026
Q1 		$204K Buy
1,856
+1
+0.1% +$113 0.01% 628
2025
Q4 		$211K Buy
+1,855
New +$210K ﹤0.01% 1003

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

HighPoint Advisor Group's FXH Position: Q2 2026 in Review

HighPoint Advisor Group increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 18% in Q2 2026, buying an estimated $39.1K and bringing the position to 2,197 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #604.

HighPoint Advisor Group first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • HighPoint Advisor Group held 2,197 shares of First Trust Health Care AlphaDEX Fund worth $269K as of Q2 2026.
  • HighPoint Advisor Group bought 341 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $39.1K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #604 holding.
  • HighPoint Advisor Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.