IA
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IFP Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

IFP Advisors’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 		$1.41M Buy
11,553
+3,951
+52% +$453K 0.03% 606
2026
Q1 		$834K Sell
7,602
-456
-6% -$51.7K 0.02% 756
2025
Q4 		$917K Sell
8,058
-235
-3% -$26.6K 0.02% 694
2025
Q3 		$910K Sell
8,293
-89
-1% -$9.33K 0.02% 641
2025
Q2 		$869K Sell
8,382
-4,124
-33% -$414K 0.02% 625
2025
Q1 		$1.3M Sell
12,506
-3,993
-24% -$428K 0.04% 480
2024
Q4 		$1.72M Sell
16,499
-7,444
-31% -$808K 0.06% 364
2024
Q3 		$2.68M Sell
23,943
-60
-0.2% -$6.57K 0.1% 235
2024
Q2 		$2.51M Buy
24,003
+2,212
+10% +$232K 0.1% 219
2024
Q1 		$2.39M Sell
21,791
-213
-1% -$22.5K 0.1% 216
2023
Q4 		$2.28M Sell
22,004
-258
-1% -$24.9K 0.11% 209
2023
Q3 		$2.16M Buy
22,262
+210
+1% +$21.8K 0.1% 213
2023
Q2 		$2.39M Buy
22,052
+190
+0.9% +$20.3K 0.1% 218
2023
Q1 		$1.61M Sell
21,862
-10,903
-33% -$1.19M 0.07% 274
2022
Q4 		$2.47M Sell
32,765
-1
-0% -$105 0.07% 323
2022
Q3 		$2.49M Buy
32,766
+7,264
+28% +$765K 0.06% 325
2022
Q2 		$1.89M Hold
25,502
– – 0.06% 363
2022
Q1 		$1.89M Buy
25,502
+16,257
+176% +$1.82M 0.06% 363
2021
Q4 		$1.15M Sell
9,245
-41
-0.4% -$4.91K 0.02% 373
2021
Q3 		$1.11M Buy
9,286
+268
+3% +$32.8K 0.02% 377
2021
Q2 		$1.06M Buy
9,018
+495
+6% +$56.5K 0.02% 363
2021
Q1 		$924K Buy
8,523
+164
+2% +$17.9K 0.02% 375
2020
Q4 		$899K Sell
8,359
-514
-6% -$52.3K 0.04% 368
2020
Q3 		$839K Buy
8,873
+60
+0.7% +$5.62K 0.05% 324
2020
Q2 		$779K Sell
8,813
-112
-1% -$9.6K 0.06% 322
2020
Q1 		$653K Sell
8,925
-645
-7% -$52.4K 0.07% 291
2019
Q4 		$809K Sell
9,570
-26
-0.3% -$2.06K 0.06% 326
2019
Q3 		$705K Buy
+9,596
New +$732K 0.05% 393
2019
Q1 		$662K Sell
8,636
-1,937
-18% -$144K 0.09% 234
2018
Q4 		$717K Sell
10,573
-652
-6% -$49.4K 0.04% 438
2018
Q3 		$953K Sell
11,225
-575
-5% -$45.9K 0.04% 444
2018
Q2 		$876K Sell
11,800
-3,135
-21% -$227K 0.04% 458
2018
Q1 		$1.04M Hold
14,935
– – 0.05% 382
2017
Q4 		$1.04M Buy
14,935
+2,395
+19% +$164K 0.05% 381
2017
Q3 		$845K Sell
12,540
-69
-0.5% -$4.61K 0.03% 498
2017
Q2 		$843K Buy
12,609
+27
+0.2% +$1.74K 0.04% 478
2017
Q1 		$785K Sell
12,582
-699
-5% -$42.7K 0.03% 503
2016
Q4 		$761K Sell
13,281
-1,495
-10% -$86.6K 0.04% 466
2016
Q3 		$899K Sell
14,776
-1,417
-9% -$86.2K 0.05% 384
2016
Q2 		$954K Buy
16,193
+7,557
+88% +$438K 0.05% 365
2016
Q1 		$662K Sell
8,636
-16,456
-66% -$889K 0.09% 234
2015
Q4 		$1.52M Buy
+25,092
New +$1.5M 0.1% 212

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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

IFP Advisors's FXH Position: Q2 2026 in Review

IFP Advisors increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 52% in Q2 2026, buying an estimated $453K and bringing the position to 11,553 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #606.

IFP Advisors first reported a position in FXH in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.68M in Q3 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • IFP Advisors held 11,553 shares of First Trust Health Care AlphaDEX Fund worth $1.41M as of Q2 2026.
  • IFP Advisors bought 3,951 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $453K.
  • First Trust Health Care AlphaDEX Fund made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #606 holding.
  • IFP Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's First Trust Health Care AlphaDEX Fund position peaked at $2.68M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.