Morey & Quinn Wealth Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Morey & Quinn Wealth Partners’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	$1.36M	Sell	11,104 -354	-3%	-$40.6K	0.87%	23
2026 Q1	$1.26M	Sell	11,458 -63	-0.5%	-$7.14K	0.89%	24
2025 Q4	$1.31M	Sell	11,521 -862	-7%	-$97.7K	0.94%	23
2025 Q3	$1.36M	Sell	12,383 -915	-7%	-$95.9K	1%	21
2025 Q2	$1.38M	Sell	13,298 -2,383	-15%	-$239K	1.1%	18
2025 Q1	$1.62M	Buy	15,681 +68	+0.4%	+$7.28K	1.35%	16
2024 Q4	$1.63M	Buy	+15,613	New	+$1.7M	1.38%	16

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

Morey & Quinn Wealth Partners's FXH Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.1% in Q2 2026, selling an estimated $40.6K and leaving 11,104 shares worth $1.36M. The position accounts for 0.87% of the portfolio, ranked #23.

Morey & Quinn Wealth Partners first reported a position in FXH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Morey & Quinn Wealth Partners held 11,104 shares of First Trust Health Care AlphaDEX Fund worth $1.36M as of Q2 2026.
Morey & Quinn Wealth Partners sold 354 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $40.6K.
First Trust Health Care AlphaDEX Fund made up 0.87% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #23 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $1.63M in Q4 2024.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.