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Paller Financial Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Paller Financial Services’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 		$4.04M Sell
32,992
-4,113
-11% -$471K 3.02% 13
2026
Q1 		$4.07M Sell
37,105
-1,151
-3% -$131K 3.37% 12
2025
Q4 		$4.35M Buy
+38,256
New +$4.34M 3.49% 10

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

Paller Financial Services's FXH Position: Q2 2026 in Review

Paller Financial Services reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 11% in Q2 2026, selling an estimated $471K and leaving 32,992 shares worth $4.04M. The position accounts for 3.02% of the portfolio, ranked #13.

Paller Financial Services first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.35M in Q4 2025. 250 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Paller Financial Services held 32,992 shares of First Trust Health Care AlphaDEX Fund worth $4.04M as of Q2 2026.
  • Paller Financial Services sold 4,113 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $471K.
  • First Trust Health Care AlphaDEX Fund made up 3.02% of Paller Financial Services's portfolio in Q2 2026, its #13 holding.
  • Paller Financial Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Paller Financial Services's First Trust Health Care AlphaDEX Fund position peaked at $4.35M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.