Howe & Rusling’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Howe & Rusling’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	$25.8K	Buy	+211	New	+$24.2K	﹤0.01%	409
2016 Q3	–	Sell	-26	Closed	-$2K	–	1064
2016 Q2	$2K	Hold	26	–	–	﹤0.01%	819
2016 Q1	$1K	Hold	26	–	–	﹤0.01%	937
2015 Q4	$2K	Hold	26	–	–	﹤0.01%	824
2015 Q3	$2K	Hold	26	–	–	﹤0.01%	821
2015 Q2	$2K	Hold	26	–	–	﹤0.01%	854
2015 Q1	$2K	Hold	26	–	–	﹤0.01%	767
2014 Q4	$2K	Hold	26	–	–	﹤0.01%	772
2014 Q3	$1K	Hold	26	–	–	﹤0.01%	827
2014 Q2	$1K	Sell	26 -169	-87%	-$8.59K	﹤0.01%	757
2014 Q1	$10K	Buy	+195	New	+$9.93K	﹤0.01%	561

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

Howe & Rusling's FXH Position: Q2 2026 in Review

Howe & Rusling opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 211 shares worth $25.8K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in FXH as recently as Q2 2016.

Howe & Rusling first reported a position in FXH in Q1 2014 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Howe & Rusling held 211 shares of First Trust Health Care AlphaDEX Fund worth $25.8K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Howe & Rusling position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #409 holding.
Howe & Rusling first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2014 and has held it in 11 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.