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Hilton Head Capital Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Hilton Head Capital Partners’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 		$237K Sell
1,934
-651
-25% -$74.6K 0.12% 144
2026
Q1 		$284K Sell
2,585
-188
-7% -$21.3K 0.16% 119
2025
Q4 		$316K Buy
+2,773
New +$314K 0.18% 112

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

Hilton Head Capital Partners's FXH Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 25% in Q2 2026, selling an estimated $74.6K and leaving 1,934 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #144.

Hilton Head Capital Partners first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 250 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Hilton Head Capital Partners held 1,934 shares of First Trust Health Care AlphaDEX Fund worth $237K as of Q2 2026.
  • Hilton Head Capital Partners sold 651 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $74.6K.
  • First Trust Health Care AlphaDEX Fund made up 0.12% of Hilton Head Capital Partners's portfolio in Q2 2026, its #144 holding.
  • Hilton Head Capital Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's First Trust Health Care AlphaDEX Fund position peaked at $316K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.