IFG Advisory’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

IFG Advisory’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	$187K	Buy	+1,527	New	+$175K	0.01%	891
2024 Q3	–	Sell	-3,420	Closed	-$357K	–	468
2024 Q2	$357K	Buy	+3,420	New	+$359K	0.02%	470
2024 Q1	–	Sell	-3,706	Closed	-$384K	–	445
2023 Q4	$384K	Sell	3,706 -741	-17%	-$71.4K	0.03%	417
2023 Q3	$432K	Buy	+4,447	New	+$461K	0.04%	374
2023 Q2	–	Sell	-4,804	Closed	-$517K	–	379
2023 Q1	$517K	Sell	4,804 -6,143	-56%	-$668K	0.05%	313
2022 Q4	$1.19M	Buy	10,947 +268	+3%	+$28.1K	0.12%	188
2022 Q3	$1.04M	Buy	10,679 +1,895	+22%	+$200K	0.09%	209
2022 Q2	$905K	Buy	8,784 +1,949	+29%	+$210K	0.1%	205
2022 Q1	$783K	Buy	6,835 +5,161	+308%	+$578K	0.08%	234
2021 Q4	$207K	Buy	+1,674	New	+$200K	0.02%	473
2021 Q2	–	Sell	-1,917	Closed	-$208K	–	488
2021 Q1	$208K	Sell	1,917 -318	-14%	-$34.8K	0.03%	461
2020 Q4	$240K	Sell	2,235 -142	-6%	-$14.4K	0.03%	399
2020 Q3	$225K	Sell	2,377 -3	-0.1%	-$281	0.04%	371
2020 Q2	$214K	Buy	+2,380	New	+$204K	0.04%	365

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

IFG Advisory's FXH Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 1,527 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FXH as recently as Q2 2024.

IFG Advisory first reported a position in FXH in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.19M in Q4 2022. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

IFG Advisory held 1,527 shares of First Trust Health Care AlphaDEX Fund worth $187K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new IFG Advisory position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #891 holding.
IFG Advisory first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2020 and has held it in 14 quarters since.
IFG Advisory's First Trust Health Care AlphaDEX Fund position peaked at $1.19M in Q4 2022.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.