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

JPL Wealth Management’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	$12.2K	Hold	100	–	–	﹤0.01%	544
2026 Q1	$11K	Buy	+100	New	+$11.3K	﹤0.01%	511
2025 Q4	–	Sell	-100	Closed	-$11K	–	497
2025 Q3	$11K	Buy	+100	New	+$10.5K	﹤0.01%	523

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

JPL Wealth Management's FXH Position: Q2 2026 in Review

JPL Wealth Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 100 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

JPL Wealth Management first reported a position in FXH in Q3 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

JPL Wealth Management held 100 shares of First Trust Health Care AlphaDEX Fund worth $12.2K as of Q2 2026.
JPL Wealth Management left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #544 holding.
JPL Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.