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 Q2	$709K	Buy	5,795 +929	+19%	+$106K	0.01%	856
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 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

Kingsview Wealth Management's FXH Position: Q2 2026 in Review

Kingsview Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 19% in Q2 2026, buying an estimated $106K and bringing the position to 5,795 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #856.

Kingsview Wealth Management first reported a position in FXH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.71M in Q1 2023. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Kingsview Wealth Management held 5,795 shares of First Trust Health Care AlphaDEX Fund worth $709K as of Q2 2026.
Kingsview Wealth Management bought 929 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $106K.
First Trust Health Care AlphaDEX Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #856 holding.
Kingsview Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and has held it in 31 quarters since.
Kingsview Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $1.71M in Q1 2023.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.