HM Payson & Co’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

HM Payson & Co’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	$15.3K	Hold	125	–	–	﹤0.01%	882
2026 Q1	$13.7K	Hold	125	–	–	﹤0.01%	885
2025 Q4	$14.2K	Hold	125	–	–	﹤0.01%	884
2025 Q3	$13.7K	Hold	125	–	–	﹤0.01%	880
2025 Q2	$13K	Hold	125	–	–	﹤0.01%	832
2025 Q1	$12.9K	Hold	125	–	–	﹤0.01%	842
2024 Q4	$13K	Hold	125	–	–	﹤0.01%	820
2024 Q3	$14K	Hold	125	–	–	﹤0.01%	811
2024 Q2	$13.1K	Hold	125	–	–	﹤0.01%	818
2024 Q1	$13.7K	Hold	125	–	–	﹤0.01%	793
2023 Q4	$12.9K	Buy	+125	New	+$12K	﹤0.01%	793

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

HM Payson & Co's FXH Position: Q2 2026 in Review

HM Payson & Co held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 125 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

HM Payson & Co first reported a position in FXH in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

HM Payson & Co held 125 shares of First Trust Health Care AlphaDEX Fund worth $15.3K as of Q2 2026.
HM Payson & Co 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 HM Payson & Co's portfolio in Q2 2026, its #882 holding.
HM Payson & Co first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.