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

Kestra Private Wealth 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	$226K	Sell	1,844 -24	-1%	-$2.75K	﹤0.01%	1632
2026 Q1	$205K	Sell	1,868 -1,318	-41%	-$149K	﹤0.01%	1627
2025 Q4	$363K	Sell	3,186 -63	-2%	-$7.14K	﹤0.01%	1334
2025 Q3	$356K	Sell	3,249 -648	-17%	-$67.9K	﹤0.01%	1269
2025 Q2	$404K	Buy	3,897 +1,525	+64%	+$153K	0.01%	1132
2025 Q1	$246K	Sell	2,372 -348	-13%	-$37.3K	﹤0.01%	1292
2024 Q4	$283K	Sell	2,720 -102	-4%	-$11.1K	﹤0.01%	1159
2024 Q3	$316K	Buy	2,822 +7	+0.2%	+$767	0.01%	1066
2024 Q2	$294K	Hold	2,815	–	–	0.01%	1054
2024 Q1	$309K	Sell	2,815 -358	-11%	-$37.8K	0.01%	1001
2023 Q4	$329K	Sell	3,173 -1,280	-29%	-$123K	0.01%	904
2023 Q3	$433K	Sell	4,453 -242	-5%	-$25.1K	0.01%	720
2023 Q2	$509K	Sell	4,695 -11,940	-72%	-$1.28M	0.02%	629
2023 Q1	$1.79M	Sell	16,635 -1,687	-9%	-$184K	0.07%	287
2022 Q4	$1.99M	Sell	18,322 -795	-4%	-$83.4K	0.1%	231
2022 Q3	$1.86M	Sell	19,117 -1,679	-8%	-$177K	0.11%	217
2022 Q2	$2.14M	Buy	20,796 +8,146	+64%	+$877K	0.12%	202
2022 Q1	$1.45M	Sell	12,650 -193	-2%	-$21.6K	0.07%	288
2021 Q4	$1.59M	Buy	12,843 +2,046	+19%	+$245K	0.08%	281
2021 Q3	$1.28M	Buy	10,797 +862	+9%	+$106K	0.07%	296
2021 Q2	$1.16M	Buy	9,935 +6,420	+183%	+$733K	0.07%	297
2021 Q1	$382K	Buy	3,515 +966	+38%	+$106K	0.03%	525
2020 Q4	$273K	Hold	2,549	–	–	0.02%	582
2020 Q3	$241K	Buy	+2,549	New	+$239K	0.02%	552

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 22.9% 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 Private Wealth Services's FXH Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 1.3% in Q2 2026, selling an estimated $2.75K and leaving 1,844 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Kestra Private Wealth Services first reported a position in FXH in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.14M in Q2 2022. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Kestra Private Wealth Services held 1,844 shares of First Trust Health Care AlphaDEX Fund worth $226K as of Q2 2026.
Kestra Private Wealth Services sold 24 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $2.75K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1632 holding.
Kestra Private Wealth Services first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Private Wealth Services's First Trust Health Care AlphaDEX Fund position peaked at $2.14M in Q2 2022.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

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