Park Square Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Park Square Financial Group’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	$11.3K	Hold	92	–	–	0.1%	67
2026 Q1	$10.1K	Hold	92	–	–	0.08%	89
2025 Q4	$9.58K	Hold	92	–	–	0.06%	150
2025 Q3	$10.1K	Sell	92 -98	-52%	-$10.3K	0.04%	156
2025 Q2	$19.7K	Hold	190	–	–	0.01%	464
2025 Q1	$19.7K	Hold	190	–	–	0.02%	444
2024 Q4	$19.8K	Buy	+190	New	+$20.6K	0.01%	433

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

Park Square Financial Group's FXH Position: Q2 2026 in Review

Park Square Financial Group held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 92 shares worth $11.3K. The position accounts for 0.1% of the portfolio, ranked #67.

Park Square Financial Group first reported a position in FXH in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.8K in Q4 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Park Square Financial Group held 92 shares of First Trust Health Care AlphaDEX Fund worth $11.3K as of Q2 2026.
Park Square Financial Group left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.1% of Park Square Financial Group's portfolio in Q2 2026, its #67 holding.
Park Square Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust Health Care AlphaDEX Fund position peaked at $19.8K in Q4 2024.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.