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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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