NewEdge Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

NewEdge Wealth’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	$495K	Buy	+4,041	New	+$463K	﹤0.01%	862
2025 Q1	–	Sell	-4,072	Closed	-$424K	–	959
2024 Q4	$424K	Sell	4,072 -5,359	-57%	-$582K	0.01%	674
2024 Q3	$1.05M	Sell	9,431 -236	-2%	-$25.9K	0.02%	466
2024 Q2	$1.01M	Sell	9,667 -124	-1%	-$13K	0.02%	419
2024 Q1	$1.02M	Buy	9,791 +2	+0%	+$211	0.02%	423
2023 Q4	$1.01M	Sell	9,789 -723	-7%	-$69.7K	0.03%	398
2023 Q3	$1.02M	Hold	10,512	–	–	0.03%	352
2023 Q2	$1.14M	Buy	10,512 +6,455	+159%	+$691K	0.04%	331
2023 Q1	$436K	Buy	+4,057	New	+$441K	0.02%	434

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

NewEdge Wealth's FXH Position: Q2 2026 in Review

NewEdge Wealth opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 4,041 shares worth $495K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in FXH as recently as Q4 2024.

NewEdge Wealth first reported a position in FXH in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.14M in Q2 2023. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

NewEdge Wealth held 4,041 shares of First Trust Health Care AlphaDEX Fund worth $495K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new NewEdge Wealth position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #862 holding.
NewEdge Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and has held it in 9 quarters since.
NewEdge Wealth's First Trust Health Care AlphaDEX Fund position peaked at $1.14M in Q2 2023.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.