Kingswood Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Kingswood Wealth 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	$4.03M	Buy	32,919 +755	+2%	+$86.5K	0.16%	147
2026 Q1	$3.53M	Buy	32,164 +11,367	+55%	+$1.29M	0.17%	146
2025 Q4	$2.37M	Buy	20,797 +1,840	+10%	+$209K	0.11%	179
2025 Q3	$2.08M	Buy	18,957 +16,515	+676%	+$1.73M	0.13%	176
2025 Q2	$253K	Sell	2,442 -3,180	-57%	-$319K	0.02%	618
2025 Q1	$582K	Sell	5,622 -130	-2%	-$13.9K	0.05%	356
2024 Q4	$599K	Sell	5,752 -30,237	-84%	-$3.28M	0.05%	391
2024 Q3	$4.03M	Buy	+35,989	New	+$3.94M	0.29%	77

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

Kingswood Wealth Advisors's FXH Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 2.3% in Q2 2026, buying an estimated $86.5K and bringing the position to 32,919 shares worth $4.03M. The position accounts for 0.16% of the portfolio, ranked #147.

Kingswood Wealth Advisors first reported a position in FXH in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Kingswood Wealth Advisors held 32,919 shares of First Trust Health Care AlphaDEX Fund worth $4.03M as of Q2 2026.
Kingswood Wealth Advisors bought 755 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $86.5K.
First Trust Health Care AlphaDEX Fund made up 0.16% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Kingswood Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.