KWM
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Kingsview Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Kingsview Wealth Management’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
Q1 		$534K Buy
4,866
+138
+3% +$15.7K 0.01% 887
2025
Q4 		$538K Hold
4,728
– – 0.01% 820
2025
Q3 		$519K Hold
4,728
– – 0.01% 790
2025
Q2 		$490K Hold
4,728
– – 0.01% 776
2025
Q1 		$490K Hold
4,728
– – 0.01% 728
2024
Q4 		$492K Sell
4,728
-27
-0.6% -$2.93K 0.01% 747
2024
Q3 		$532K Hold
4,755
– – 0.01% 694
2024
Q2 		$497K Buy
4,755
+26
+0.5% +$2.73K 0.01% 684
2024
Q1 		$518K Sell
4,729
-86
-2% -$9.09K 0.01% 658
2023
Q4 		$499K Buy
4,815
+86
+2% +$8.29K 0.01% 636
2023
Q3 		$459K Hold
4,729
– – 0.02% 633
2023
Q2 		$512K Sell
4,729
-11,148
-70% -$1.19M 0.02% 583
2023
Q1 		$1.71M Buy
15,877
+11,148
+236% +$1.21M 0.07% 265
2022
Q4 		$514K Hold
4,729
– – 0.02% 501
2022
Q3 		$460K Hold
4,729
– – 0.02% 519
2022
Q2 		$488K Hold
4,729
– – 0.02% 540
2022
Q1 		$542K Hold
4,729
– – 0.02% 553
2021
Q4 		$587K Hold
4,729
– – 0.02% 529
2021
Q3 		$563K Hold
4,729
– – 0.03% 514
2021
Q2 		$560K Sell
4,729
-21
-0.4% -$2.4K 0.03% 533
2021
Q1 		$520K Sell
4,750
-4,283
-47% -$469K 0.03% 500
2020
Q4 		$974K Sell
9,033
-2,039
-18% -$207K 0.07% 281
2020
Q3 		$1.05M Sell
11,072
-34
-0.3% -$3.19K 0.09% 213
2020
Q2 		$1M Sell
11,106
-6,170
-36% -$529K 0.1% 204
2020
Q1 		$1.28M Buy
17,276
+1,843
+12% +$150K 0.17% 149
2019
Q4 		$1.3M Buy
15,433
+6,659
+76% +$527K 0.16% 162
2019
Q3 		$649K Sell
8,774
-221
-2% -$16.9K 0.1% 215
2019
Q2 		$697K Sell
8,995
-3,938
-30% -$293K 0.12% 194
2019
Q1 		$988K Buy
12,933
+5,975
+86% +$446K 0.15% 175
2018
Q4 		$479K Buy
+6,958
New +$527K 0.1% 226

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM

Kingsview Wealth Management's FXH Position: Q1 2026 in Review

Kingsview Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 2.9% in Q1 2026, buying an estimated $15.7K and bringing the position to 4,866 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #887.

Kingsview Wealth Management first reported a position in FXH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.71M in Q1 2023. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Kingsview Wealth Management held 4,866 shares of First Trust Health Care AlphaDEX Fund worth $534K as of Q1 2026.
  • Kingsview Wealth Management bought 138 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $15.7K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #887 holding.
  • Kingsview Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and has held it in 30 quarters since.
  • Kingsview Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $1.71M in Q1 2023.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.