Lloyd Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Lloyd Advisory Services’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	$1.72K	Buy	+14	New	+$1.6K	﹤0.01%	531
2026 Q1	–	Sell	-2	Closed	-$228	–	924
2025 Q4	$228	Buy	+2	New	+$227	﹤0.01%	529
2022 Q2	–	Sell	-27	Closed	-$3K	–	248
2022 Q1	$3K	Buy	+27	New	+$3.03K	﹤0.01%	479

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

Lloyd Advisory Services's FXH Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 14 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FXH as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FXH in Q1 2022 and has held it in 3 quarters since. The position peaked at $3K in Q1 2022. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Lloyd Advisory Services held 14 shares of First Trust Health Care AlphaDEX Fund worth $1.72K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Lloyd Advisory Services position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #531 holding.
Lloyd Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and has held it in 3 quarters since.
Lloyd Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $3K in Q1 2022.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.