Park Avenue Securities’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Park Avenue Securities’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	4,046 +1,804	+80%	+$207K	﹤0.01%	1293
2026 Q1	$246K	Sell	2,242 -724	-24%	-$82.1K	﹤0.01%	1386
2025 Q4	$338K	Buy	+2,966	New	+$336K	﹤0.01%	1265
2024 Q4	–	Sell	-6,056	Closed	-$677K	–	1490
2024 Q3	$677K	Sell	6,056 -4,418	-42%	-$484K	0.01%	849
2024 Q2	$1.09M	Buy	10,474 +481	+5%	+$50.5K	0.01%	626
2024 Q1	$1.09M	Sell	9,993 -43	-0.4%	-$4.54K	0.01%	619
2023 Q4	$1.04M	Buy	10,036 +722	+8%	+$69.6K	0.01%	606
2023 Q3	$905K	Buy	+9,314	New	+$966K	0.01%	592

Other funds holding FXH

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Park Avenue Securities's FXH Position: Q2 2026 in Review

Park Avenue Securities increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 80% in Q2 2026, buying an estimated $207K and bringing the position to 4,046 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Park Avenue Securities first reported a position in FXH in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2024. 105 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Park Avenue Securities held 4,046 shares of First Trust Health Care AlphaDEX Fund worth $495K as of Q2 2026.
Park Avenue Securities bought 1,804 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $207K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1293 holding.
Park Avenue Securities first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 8 quarters since.
Park Avenue Securities's First Trust Health Care AlphaDEX Fund position peaked at $1.09M in Q2 2024.
105 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.