Laurel Wealth Advisors (North Carolina)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-130	Closed	-$14.8K	–	362
2025 Q4	$14.8K	Buy	+130	New	+$14.7K	﹤0.01%	450
2025 Q2	–	Sell	-130	Closed	-$13.5K	–	365
2025 Q1	$13.5K	Hold	130	–	–	﹤0.01%	450
2024 Q4	$13.5K	Hold	130	–	–	﹤0.01%	453
2024 Q3	$14.5K	Hold	130	–	–	﹤0.01%	431
2024 Q2	$13.6K	Hold	130	–	–	﹤0.01%	407
2024 Q1	$14.2K	Hold	130	–	–	﹤0.01%	408
2023 Q4	$13.5K	Hold	130	–	–	﹤0.01%	381
2023 Q3	$12.6K	Hold	130	–	–	﹤0.01%	387
2023 Q2	$14.1K	Hold	130	–	–	﹤0.01%	385
2023 Q1	$14K	Hold	130	–	–	﹤0.01%	381
2022 Q4	$14.1K	Hold	130	–	–	﹤0.01%	363
2022 Q3	$13K	Hold	130	–	–	﹤0.01%	368
2022 Q2	$13K	Hold	130	–	–	﹤0.01%	371
2022 Q1	$15K	Hold	130	–	–	﹤0.01%	375
2021 Q4	$16K	Hold	130	–	–	﹤0.01%	366
2021 Q3	$15K	Hold	130	–	–	﹤0.01%	372
2021 Q2	$15K	Hold	130	–	–	﹤0.01%	413
2021 Q1	$14K	Hold	130	–	–	﹤0.01%	387
2020 Q4	$14K	Hold	130	–	–	﹤0.01%	384
2020 Q3	$12K	Hold	130	–	–	﹤0.01%	369
2020 Q2	$12K	Hold	130	–	–	﹤0.01%	360
2020 Q1	$10K	Hold	130	–	–	﹤0.01%	360
2019 Q4	$11K	Hold	130	–	–	﹤0.01%	389
2019 Q3	$10K	Hold	130	–	–	﹤0.01%	386
2019 Q2	$10K	Buy	+130	New	+$9.66K	﹤0.01%	377

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Laurel Wealth Advisors (North Carolina)'s FXH Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 130 shares — an estimated $14.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FXH in Q2 2019 and held it in 25 quarters. The position peaked at $16K in Q4 2021. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 130 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $14.8K.
Laurel Wealth Advisors (North Carolina) first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2019 and held it in 25 quarters.
Laurel Wealth Advisors (North Carolina)'s First Trust Health Care AlphaDEX Fund position peaked at $16K in Q4 2021.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.