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

Insight 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 		$440K Sell
3,591
-118
-3% -$13.5K 0.08% 156
2026
Q1 		$407K Buy
3,709
+4
+0.1% +$454 0.08% 156
2025
Q4 		$422K Sell
3,705
-84
-2% -$9.52K 0.06% 173
2025
Q3 		$416K Buy
3,789
+110
+3% +$11.5K 0.06% 175
2025
Q2 		$381K Sell
3,679
-523
-12% -$52.5K 0.06% 185
2025
Q1 		$435K Buy
4,202
+4
+0.1% +$428 0.08% 167
2024
Q4 		$436K Sell
4,198
-130
-3% -$14.1K 0.07% 177
2024
Q3 		$484K Buy
4,328
+4
+0.1% +$438 0.08% 166
2024
Q2 		$452K Buy
4,324
+85
+2% +$8.93K 0.08% 168
2024
Q1 		$465K Sell
4,239
-20
-0.5% -$2.11K 0.09% 170
2023
Q4 		$441K Buy
4,259
+145
+4% +$14K 0.09% 161
2023
Q3 		$400K Sell
4,114
-1
-0% -$104 0.09% 169
2023
Q2 		$446K Hold
4,115
– – 0.1% 156
2023
Q1 		$442K Sell
4,115
-141
-3% -$15.3K 0.1% 168
2022
Q4 		$461K Buy
4,256
+367
+9% +$38.5K 0.16% 172
2022
Q3 		$378K Buy
3,889
+145
+4% +$15.3K 0.15% 179
2022
Q2 		$409K Sell
3,744
-36
-1% -$3.88K 0.14% 188
2022
Q1 		$433K Hold
3,780
– – 0.13% 199
2021
Q4 		$469K Buy
3,780
+637
+20% +$76.2K 0.14% 177
2021
Q3 		$382K Buy
3,143
+476
+18% +$58.3K 0.11% 214
2021
Q2 		$326K Sell
2,667
-168
-6% -$19.2K 0.1% 233
2021
Q1 		$325K Buy
+2,835
New +$310K 0.1% 246

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

Insight Advisors's FXH Position: Q2 2026 in Review

Insight Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.2% in Q2 2026, selling an estimated $13.5K and leaving 3,591 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #156.

Insight Advisors first reported a position in FXH in Q1 2021 and has held it in 22 quarters since. The position peaked at $484K in Q3 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Insight Advisors held 3,591 shares of First Trust Health Care AlphaDEX Fund worth $440K as of Q2 2026.
  • Insight Advisors sold 118 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $13.5K.
  • First Trust Health Care AlphaDEX Fund made up 0.08% of Insight Advisors's portfolio in Q2 2026, its #156 holding.
  • Insight Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2021 and has held it in 22 quarters since.
  • Insight Advisors's First Trust Health Care AlphaDEX Fund position peaked at $484K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.