Larson Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Larson Financial Group’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	$2.42K	Hold	20	–	–	﹤0.01%	3053
2026 Q1	$2.17K	Hold	20	–	–	﹤0.01%	2936
2025 Q4	$2.25K	Hold	20	–	–	﹤0.01%	2750
2025 Q3	$2.16K	Hold	20	–	–	﹤0.01%	2677
2025 Q2	$2.03K	Hold	20	–	–	﹤0.01%	2401
2025 Q1	$2.03K	Hold	20	–	–	﹤0.01%	2161
2024 Q4	$2.04K	Hold	20	–	–	﹤0.01%	1878
2024 Q3	$2.19K	Hold	20	–	–	﹤0.01%	1838
2024 Q2	$2.04K	Hold	20	–	–	﹤0.01%	1593
2024 Q1	$2.14K	Hold	20	–	–	﹤0.01%	1352
2023 Q4	$2.02K	Hold	20	–	–	﹤0.01%	1371
2023 Q3	$1.9K	Hold	20	–	–	﹤0.01%	1372
2023 Q2	$2.11K	Hold	20	–	–	﹤0.01%	1257
2023 Q1	$2.1K	Hold	20	–	–	﹤0.01%	1235
2022 Q4	$2.12K	Hold	20	–	–	﹤0.01%	1184
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	1114
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	1029
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	915
2021 Q4	$2K	Buy	+20	New	+$2.39K	﹤0.01%	950
2020 Q4	–	Sell	-12	Closed	-$1K	–	788
2020 Q3	$1K	Buy	12 +3	+33%	+$281	﹤0.01%	658
2020 Q2	$1K	Sell	9 -2	-18%	-$171	﹤0.01%	615
2020 Q1	$1K	Buy	11 +1	+10%	+$81	﹤0.01%	475
2019 Q4	$1K	Buy	10 +4	+67%	+$317	﹤0.01%	507
2019 Q3	$0	Buy	6 +3	+100%	+$229	﹤0.01%	566
2019 Q2	$0	Buy	+3	New	+$223	﹤0.01%	516

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

Larson Financial Group's FXH Position: Q2 2026 in Review

Larson Financial Group held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 20 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Larson Financial Group first reported a position in FXH in Q2 2019 and has held it in 25 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Larson Financial Group held 20 shares of First Trust Health Care AlphaDEX Fund worth $2.42K as of Q2 2026.
Larson Financial Group left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3053 holding.
Larson Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2019 and has held it in 25 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.