Kellett Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Kellett Wealth 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	$221K	Buy	+1,806	New	+$207K	0.1%	92

Other funds holding FXH

Perryman Financial Advisory Dallas, Texas $751M AUM

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Kellett Wealth Advisors's FXH Position: Q2 2026 in Review

Kellett Wealth Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 1,806 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings.

81 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Kellett Wealth Advisors held 1,806 shares of First Trust Health Care AlphaDEX Fund worth $221K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Kellett Wealth Advisors position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.1% of Kellett Wealth Advisors's portfolio in Q2 2026, its #92 holding.
81 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.