Mercer Global Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Mercer Global 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	$993K	Sell	8,111 -7,079	-47%	-$811K	﹤0.01%	1751
2026 Q1	$1.67M	Buy	+15,190	New	+$1.72M	﹤0.01%	1285

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

Mercer Global Advisors's FXH Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 47% in Q2 2026, selling an estimated $811K and leaving 8,111 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Mercer Global Advisors first reported a position in FXH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.67M in Q1 2026. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Mercer Global Advisors held 8,111 shares of First Trust Health Care AlphaDEX Fund worth $993K as of Q2 2026.
Mercer Global Advisors sold 7,079 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $811K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1751 holding.
Mercer Global Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
Mercer Global Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.67M in Q1 2026.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.