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

Kestra 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	$1.94M	Sell	15,860 -2,606	-14%	-$299K	0.01%	1380
2026 Q1	$2.03M	Buy	18,466 +5,592	+43%	+$634K	0.01%	1296
2025 Q4	$1.47M	Sell	12,874 -1,538	-11%	-$174K	0.01%	1407
2025 Q3	$1.58M	Buy	14,412 +221	+2%	+$23.2K	0.01%	1295
2025 Q2	$1.47M	Buy	14,191 +1,109	+8%	+$111K	0.01%	1260
2025 Q1	$1.36M	Sell	13,082 -106	-0.8%	-$11.4K	0.01%	1199
2024 Q4	$1.37M	Buy	13,188 +1,995	+18%	+$217K	0.01%	1208
2024 Q3	$1.25M	Sell	11,193 -3,842	-26%	-$421K	0.01%	1197
2024 Q2	$1.57M	Sell	15,035 -10,383	-41%	-$1.09M	0.01%	1087
2024 Q1	$2.79M	Buy	25,418 +2,564	+11%	+$271K	0.02%	738
2023 Q4	$2.37M	Buy	22,854 +896	+4%	+$86.3K	0.02%	726
2023 Q3	$2.13M	Sell	21,958 -16,488	-43%	-$1.71M	0.02%	662
2023 Q2	$4.16M	Sell	38,446 -4,014	-9%	-$430K	0.04%	428
2023 Q1	$4.57M	Sell	42,460 -20,949	-33%	-$2.28M	0.05%	384
2022 Q4	$6.89M	Sell	63,409 -5,607	-8%	-$588K	0.06%	331
2022 Q3	$6.71M	Buy	69,016 +7,909	+13%	+$833K	0.07%	297
2022 Q2	$6.3M	Buy	61,107 +252	+0.4%	+$27.1K	0.06%	308
2022 Q1	$6.98M	Sell	60,855 -1,013	-2%	-$114K	0.07%	294
2021 Q4	$7.68M	Buy	61,868 +18,604	+43%	+$2.23M	0.08%	271
2021 Q3	$5.15M	Buy	43,264 +9,851	+29%	+$1.21M	0.05%	378
2021 Q2	$3.91M	Sell	33,413 -1,001	-3%	-$114K	0.04%	425
2021 Q1	$3.74M	Buy	34,414 +1,731	+5%	+$189K	0.05%	398
2020 Q4	$3.5M	Buy	32,683 +3,080	+10%	+$313K	0.04%	424
2020 Q3	$2.81M	Buy	+29,603	New	+$2.77M	0.05%	348

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

Kestra Advisory Services's FXH Position: Q2 2026 in Review

Kestra Advisory Services reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 14% in Q2 2026, selling an estimated $299K and leaving 15,860 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #1380.

Kestra Advisory Services first reported a position in FXH in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.68M in Q4 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Kestra Advisory Services held 15,860 shares of First Trust Health Care AlphaDEX Fund worth $1.94M as of Q2 2026.
Kestra Advisory Services sold 2,606 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $299K.
First Trust Health Care AlphaDEX Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1380 holding.
Kestra Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $7.68M in Q4 2021.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.