Keating Financial Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Keating Financial Advisory Services’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	$804K	Sell	6,568 -506	-7%	-$58K	0.11%	129
2026 Q1	$777K	Buy	7,074 +134	+2%	+$15.2K	0.13%	112
2025 Q4	$790K	Buy	+6,940	New	+$786K	0.11%	155

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

Keating Financial Advisory Services's FXH Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 7.2% in Q2 2026, selling an estimated $58K and leaving 6,568 shares worth $804K. The position accounts for 0.11% of the portfolio, ranked #129.

Keating Financial Advisory Services first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Keating Financial Advisory Services held 6,568 shares of First Trust Health Care AlphaDEX Fund worth $804K as of Q2 2026.
Keating Financial Advisory Services sold 506 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $58K.
First Trust Health Care AlphaDEX Fund made up 0.11% of Keating Financial Advisory Services's portfolio in Q2 2026, its #129 holding.
Keating Financial Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.