PSF
FXH icon

Pacific Sun Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Pacific Sun Financial’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 		$394K Sell
3,215
-265
-8% -$30.4K 0.16% 156
2026
Q1 		$382K Hold
3,480
– – 0.19% 147
2025
Q4 		$396K Sell
3,480
-50
-1% -$5.67K 0.19% 142
2025
Q3 		$387K Sell
3,530
-280
-7% -$29.4K 0.19% 139
2025
Q2 		$395K Sell
3,810
-170
-4% -$17.1K 0.21% 132
2025
Q1 		$412K Sell
3,980
-190
-5% -$20.3K 0.23% 126
2024
Q4 		$434K Sell
4,170
-125
-3% -$13.6K 0.24% 121
2024
Q3 		$480K Sell
4,295
-90
-2% -$9.86K 0.27% 111
2024
Q2 		$458K Sell
4,385
-120
-3% -$12.6K 0.27% 111
2024
Q1 		$494K Sell
4,505
-150
-3% -$15.9K 0.29% 109
2023
Q4 		$482K Sell
4,655
-10
-0.2% -$964 0.3% 105
2023
Q3 		$453K Buy
4,665
+10
+0.2% +$1.04K 0.31% 102
2023
Q2 		$501K Buy
+4,655
New +$498K 0.33% 98
2022
Q4 		$508K Sell
4,675
-480
-9% -$50.3K 0.36% 88
2022
Q3 		$501K Sell
5,155
-30
-0.6% -$3.16K 0.35% 91
2022
Q2 		$535K Sell
5,185
-30
-0.6% -$3.23K 0.35% 89
2022
Q1 		$598K Buy
5,215
+75
+1% +$8.41K 0.33% 92
2021
Q4 		$638K Hold
5,140
– – 0.34% 90
2021
Q3 		$612K Buy
+5,140
New +$629K 0.35% 86
2020
Q3 		$492K Buy
5,193
+40
+0.8% +$3.75K 0.41% 83
2020
Q2 		$465K Hold
5,153
– – 0.42% 81
2020
Q1 		$381K Sell
5,153
-30
-0.6% -$2.44K 0.44% 83
2019
Q4 		$436K Buy
5,183
+20
+0.4% +$1.58K 0.38% 88
2019
Q3 		$382K Hold
5,163
– – 0.36% 92
2019
Q2 		$400K Buy
+5,163
New +$384K 0.38% 89
2018
Q2 		$408K Buy
5,170
+80
+2% +$5.79K 0.42% 81
2018
Q1 		$353K Buy
+5,090
New +$367K 0.47% 76

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 22.96% 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

Pacific Sun Financial's FXH Position: Q2 2026 in Review

Pacific Sun Financial reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 7.6% in Q2 2026, selling an estimated $30.4K and leaving 3,215 shares worth $394K. The position accounts for 0.16% of the portfolio, ranked #156.

Pacific Sun Financial first reported a position in FXH in Q1 2018 and has held it in 27 quarters since. The position peaked at $638K in Q4 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Pacific Sun Financial held 3,215 shares of First Trust Health Care AlphaDEX Fund worth $394K as of Q2 2026.
  • Pacific Sun Financial sold 265 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $30.4K.
  • First Trust Health Care AlphaDEX Fund made up 0.16% of Pacific Sun Financial's portfolio in Q2 2026, its #156 holding.
  • Pacific Sun Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2018 and has held it in 27 quarters since.
  • Pacific Sun Financial's First Trust Health Care AlphaDEX Fund position peaked at $638K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.