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Nations Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Nations Financial Group’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 		$246K Hold
2,010
– – 0.01% 694
2026
Q1 		$221K Hold
2,010
– – 0.01% 714
2025
Q4 		$229K Hold
2,010
– – 0.01% 681
2025
Q3 		$220K Sell
2,010
-235
-10% -$24.6K 0.01% 656
2025
Q2 		$233K Buy
2,245
+4
+0.2% +$402 0.02% 613
2025
Q1 		$232K Sell
2,241
-78
-3% -$8.35K 0.02% 579
2024
Q4 		$241K Buy
2,319
+54
+2% +$5.86K 0.02% 600
2024
Q3 		$253K Hold
2,265
– – 0.02% 599
2024
Q2 		$237K Hold
2,265
– – 0.02% 580
2024
Q1 		$248K Sell
2,265
-60
-3% -$6.34K 0.02% 560
2023
Q4 		$241K Hold
2,325
– – 0.02% 561
2023
Q3 		$226K Buy
+2,325
New +$241K 0.02% 557

Other funds holding FXH

PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
PFS
Paller Financial Services Centennial, Colorado $134M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nations Financial Group's FXH Position: Q2 2026 in Review

Nations Financial Group held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 2,010 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #694.

Nations Financial Group first reported a position in FXH in Q3 2023 and has held it in 12 quarters since. The position peaked at $253K in Q3 2024. 68 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Nations Financial Group held 2,010 shares of First Trust Health Care AlphaDEX Fund worth $246K as of Q2 2026.
  • Nations Financial Group left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #694 holding.
  • Nations Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
  • Nations Financial Group's First Trust Health Care AlphaDEX Fund position peaked at $253K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.