Innovative Advisory Group, LLC’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Innovative Advisory Group, LLC’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 Q1	–	Sell	-12	Closed	-$1.37K	–	98
2025 Q4	$1.37K	Hold	12	–	–	﹤0.01%	209
2025 Q3	$1.32K	Hold	12	–	–	﹤0.01%	212
2025 Q2	$1.24K	Hold	12	–	–	﹤0.01%	207
2025 Q1	$1.24K	Hold	12	–	–	﹤0.01%	187
2024 Q4	$1.25K	Buy	+12	New	+$1.3K	﹤0.01%	177

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Innovative Advisory Group, LLC's FXH Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 12 shares — an estimated $1.37K sold.

Innovative Advisory Group, LLC first reported a position in FXH in Q4 2024 and held it in 5 quarters. The position peaked at $1.37K in Q4 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 12 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $1.37K.
Innovative Advisory Group, LLC first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's First Trust Health Care AlphaDEX Fund position peaked at $1.37K in Q4 2025.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.