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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Buy	13,735 +279	+2%	+$31.6K	0.38%	74
2025 Q4	$1.53M	Buy	13,456 +84	+0.6%	+$9.52K	0.43%	65
2025 Q3	$1.47M	Sell	13,372 -101	-0.7%	-$10.6K	0.43%	68
2025 Q2	$1.4M	Buy	13,473 +10,948	+434%	+$1.1M	0.71%	39
2025 Q1	$262K	Hold	2,525	–	–	0.09%	113
2024 Q4	$263K	Sell	2,525 -500	-17%	-$54.3K	0.1%	110
2024 Q3	$338K	Sell	3,025 -180	-6%	-$19.7K	0.13%	92
2024 Q2	$335K	Hold	3,205	–	–	0.15%	87
2024 Q1	$351K	Sell	3,205 -220	-6%	-$23.3K	0.17%	79
2023 Q4	$355K	Sell	3,425 -270	-7%	-$26K	0.2%	75
2023 Q3	$359K	Sell	3,695 -120	-3%	-$12.5K	0.24%	69
2023 Q2	$413K	Hold	3,815	–	–	0.26%	70
2023 Q1	$410K	Hold	3,815	–	–	0.26%	70
2022 Q4	$415K	Sell	3,815 -3,499	-48%	-$367K	0.26%	72
2022 Q3	$709K	Buy	7,314 +3,657	+100%	+$385K	0.25%	62
2022 Q2	$377K	Sell	3,657 -200	-5%	-$21.5K	0.27%	61
2022 Q1	$442K	Sell	3,857 -100	-3%	-$11.2K	0.28%	53
2021 Q4	$491K	Buy	+3,957	New	+$474K	0.34%	48