Kingsbury Capital Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Kingsbury Capital Investment 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	$211K	Buy	+1,726	New	+$198K	0.18%	100
2022 Q3	$2.49M	Sell	25,618 -1,458	-5%	-$153K	3.8%	7
2022 Q2	$2.79M	Sell	27,076 -143	-0.5%	-$15.4K	3.84%	7
2022 Q1	$3.12M	Buy	+27,219	New	+$3.05M	3.44%	9

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

Kingsbury Capital Investment Advisors's FXH Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 1,726 shares worth $211K. The stake represents 0.18% of the portfolio and ranks #100 among its holdings. This is a return to the name: Kingsbury Capital Investment Advisors previously reported a position in FXH as recently as Q3 2022.

Kingsbury Capital Investment Advisors first reported a position in FXH in Q1 2022 and has held it in 4 quarters since. The position peaked at $3.12M in Q1 2022. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Kingsbury Capital Investment Advisors held 1,726 shares of First Trust Health Care AlphaDEX Fund worth $211K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Kingsbury Capital Investment Advisors position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.18% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #100 holding.
Kingsbury Capital Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and has held it in 4 quarters since.
Kingsbury Capital Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $3.12M in Q1 2022.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.