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FXH icon

&Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

&Partners’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 		$469K Buy
3,831
+280
+8% +$32.1K ﹤0.01% 1863
2026
Q1 		$390K Sell
3,551
-190
-5% -$21.5K ﹤0.01% 1830
2025
Q4 		$426K Buy
3,741
+538
+17% +$61K ﹤0.01% 1719
2025
Q3 		$351K Sell
3,203
-936
-23% -$98.1K ﹤0.01% 1662
2025
Q2 		$429K Sell
4,139
-177
-4% -$17.8K ﹤0.01% 1422
2025
Q1 		$445K Sell
4,316
-65
-1% -$6.96K ﹤0.01% 1196
2024
Q4 		$459K Buy
4,381
+958
+28% +$104K 0.01% 1111
2024
Q3 		$383K Buy
3,423
+1,142
+50% +$125K 0.01% 988
2024
Q2 		$238K Buy
2,281
+226
+11% +$23.7K 0.01% 791
2024
Q1 		$225K Buy
+2,055
New +$217K 0.03% 431
2023
Q4 		– Sell
-2,162
Closed -$210K – 302
2023
Q3 		$210K Sell
2,162
-509
-19% -$52.8K 0.1% 156
2023
Q2 		$289K Hold
2,671
– – 0.13% 132
2023
Q1 		$287K Hold
2,671
– – 0.14% 127
2022
Q4 		$290K Sell
2,671
-212
-7% -$22.2K 0.14% 130
2022
Q3 		$280K Sell
2,883
-284
-9% -$29.9K 0.16% 124
2022
Q2 		$327K Sell
3,167
-248
-7% -$26.7K 0.19% 111
2022
Q1 		$392K Sell
3,415
-1,734
-34% -$194K 0.22% 106
2021
Q4 		$639K Sell
5,149
-407
-7% -$48.7K 0.39% 66
2021
Q3 		$661K Sell
5,556
-97
-2% -$11.9K 0.42% 63
2021
Q2 		$662K Hold
5,653
– – 0.43% 61
2021
Q1 		$614K Buy
5,653
+117
+2% +$12.8K 0.45% 61
2020
Q4 		$597K Buy
5,536
+171
+3% +$17.4K 0.5% 53
2020
Q3 		$508K Buy
5,365
+3,060
+133% +$287K 0.52% 54
2020
Q2 		$208K Buy
+2,305
New +$198K 0.25% 107

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

&Partners's FXH Position: Q2 2026 in Review

&Partners increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 7.9% in Q2 2026, buying an estimated $32.1K and bringing the position to 3,831 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

&Partners first reported a position in FXH in Q2 2020 and has held it in 24 quarters since. The position peaked at $662K in Q2 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • &Partners held 3,831 shares of First Trust Health Care AlphaDEX Fund worth $469K as of Q2 2026.
  • &Partners bought 280 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $32.1K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1863 holding.
  • &Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2020 and has held it in 24 quarters since.
  • &Partners's First Trust Health Care AlphaDEX Fund position peaked at $662K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.