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Mowery & Schoenfeld Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$29.8K Buy
+244
New +$28K 0.04% 168
2024
Q3 		– Sell
-828
Closed -$86.5K – 248
2024
Q2 		$86.5K Buy
+828
New +$87K 0.12% 68

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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

Mowery & Schoenfeld Wealth Management's FXH Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 244 shares worth $29.8K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in FXH as recently as Q2 2024.

Mowery & Schoenfeld Wealth Management first reported a position in FXH in Q2 2024 and has held it in 2 quarters since. The position peaked at $86.5K in Q2 2024. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 244 shares of First Trust Health Care AlphaDEX Fund worth $29.8K as of Q2 2026.
  • First Trust Health Care AlphaDEX Fund was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2024 and has held it in 2 quarters since.
  • Mowery & Schoenfeld Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $86.5K in Q2 2024.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.