Parallel Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Parallel Advisors’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	$161K	Sell	1,314 -58	-4%	-$6.65K	﹤0.01%	1411
2026 Q1	$151K	Buy	1,372 +1,172	+586%	+$133K	﹤0.01%	1341
2025 Q4	$22.8K	Buy	+200	New	+$22.7K	﹤0.01%	2220
2024 Q3	–	Sell	-51	Closed	-$5.59K	–	3426
2024 Q2	$5.33K	Hold	51	–	–	﹤0.01%	2525
2024 Q1	$5.59K	Sell	51 -45	-47%	-$4.76K	﹤0.01%	2500
2023 Q4	$9.94K	Hold	96	–	–	﹤0.01%	2295
2023 Q3	$9.33K	Buy	+96	New	+$9.96K	﹤0.01%	2236

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

Parallel Advisors's FXH Position: Q2 2026 in Review

Parallel Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 4.2% in Q2 2026, selling an estimated $6.65K and leaving 1,314 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Parallel Advisors first reported a position in FXH in Q3 2023 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Parallel Advisors held 1,314 shares of First Trust Health Care AlphaDEX Fund worth $161K as of Q2 2026.
Parallel Advisors sold 58 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $6.65K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1411 holding.
Parallel Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.