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Integrated Advisors Network’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Integrated Advisors Network’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
Q1 		– Sell
-1,862
Closed -$212K – 728
2025
Q4 		$212K Sell
1,862
-1,618
-46% -$183K 0.01% 680
2025
Q3 		$382K Sell
3,480
-2,096
-38% -$220K 0.02% 570
2025
Q2 		$578K Sell
5,576
-2,445
-30% -$246K 0.03% 464
2025
Q1 		$831K Sell
8,021
-1,120
-12% -$120K 0.04% 350
2024
Q4 		$952K Sell
9,141
-2,912
-24% -$316K 0.05% 314
2024
Q3 		$1.35M Sell
12,053
-1,668
-12% -$183K 0.06% 275
2024
Q2 		$1.43M Buy
13,721
+892
+7% +$93.7K 0.07% 243
2024
Q1 		$1.41M Sell
12,829
-1,850
-13% -$196K 0.07% 251
2023
Q4 		$1.52M Sell
14,679
-1,270
-8% -$122K 0.09% 230
2023
Q3 		$1.55M Buy
15,949
+2,353
+17% +$244K 0.09% 215
2023
Q2 		$1.47M Buy
13,596
+536
+4% +$57.4K 0.08% 232
2023
Q1 		$1.4M Sell
13,060
-87
-0.7% -$9.47K 0.08% 232
2022
Q4 		$1.43M Sell
13,147
-791
-6% -$82.9K 0.09% 232
2022
Q3 		$1.35M Buy
13,938
+2,012
+17% +$212K 0.09% 230
2022
Q2 		$1.23M Sell
11,926
-204
-2% -$22K 0.08% 246
2022
Q1 		$1.39M Buy
12,130
+1,634
+16% +$183K 0.08% 247
2021
Q4 		$1.3M Buy
10,496
+3,584
+52% +$429K 0.08% 229
2021
Q3 		$823K Buy
6,912
+1,374
+25% +$168K 0.05% 305
2021
Q2 		$649K Buy
+5,538
New +$632K 0.05% 309

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Integrated Advisors Network's FXH Position: Q1 2026 in Review

Integrated Advisors Network sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 1,862 shares — an estimated $212K sold.

Integrated Advisors Network first reported a position in FXH in Q2 2021 and held it in 19 quarters. The position peaked at $1.55M in Q3 2023. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Integrated Advisors Network reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 1,862 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $212K.
  • Integrated Advisors Network first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2021 and held it in 19 quarters.
  • Integrated Advisors Network's First Trust Health Care AlphaDEX Fund position peaked at $1.55M in Q3 2023.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.