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

Iams 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	$500K	Buy	4,081 +543	+15%	+$62.2K	0.15%	147
2026 Q1	$388K	Sell	3,538 -2,421	-41%	-$275K	0.14%	152
2025 Q4	$678K	Buy	+5,959	New	+$675K	0.24%	110
2025 Q2	–	Sell	-2,191	Closed	-$227K	–	178
2025 Q1	$227K	Sell	2,191 -9,626	-81%	-$1.03M	0.1%	145
2024 Q4	$1.23M	Sell	11,817 -176	-1%	-$19.1K	0.56%	53
2024 Q3	$1.34M	Sell	11,993 -2,631	-18%	-$288K	0.66%	47
2024 Q2	$1.53M	Sell	14,624 -3,589	-20%	-$377K	0.84%	41
2024 Q1	$1.95M	Buy	18,213 +2,196	+14%	+$232K	1.19%	20
2023 Q4	$1.66M	Sell	16,017 -3,223	-17%	-$311K	1.07%	27
2023 Q3	$1.87M	Buy	+19,240	New	+$2M	1.29%	19
2023 Q2	–	Sell	-17,327	Closed	-$1.86M	–	173
2023 Q1	$1.84M	Buy	17,327 +4,436	+34%	+$483K	1.53%	13
2022 Q4	$1.4M	Buy	+12,891	New	+$1.35M	1.43%	13

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

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

Iams Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 15% in Q2 2026, buying an estimated $62.2K and bringing the position to 4,081 shares worth $500K. The position accounts for 0.15% of the portfolio, ranked #147.

Iams Wealth Management first reported a position in FXH in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.95M in Q1 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Iams Wealth Management held 4,081 shares of First Trust Health Care AlphaDEX Fund worth $500K as of Q2 2026.
Iams Wealth Management bought 543 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $62.2K.
First Trust Health Care AlphaDEX Fund made up 0.15% of Iams Wealth Management's portfolio in Q2 2026, its #147 holding.
Iams Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and has held it in 12 quarters since.
Iams Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $1.95M in Q1 2024.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.