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

PCG Wealth 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	$3.18M	Buy	25,948 +12,213	+89%	+$1.4M	0.71%	44
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

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

PCG Wealth Advisors's FXH Position: Q2 2026 in Review

PCG Wealth Advisors increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 89% in Q2 2026, buying an estimated $1.4M and bringing the position to 25,948 shares worth $3.18M. The position accounts for 0.71% of the portfolio, ranked #44.

PCG Wealth Advisors first reported a position in FXH in Q4 2021 and has held it in 19 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

PCG Wealth Advisors held 25,948 shares of First Trust Health Care AlphaDEX Fund worth $3.18M as of Q2 2026.
PCG Wealth Advisors bought 12,213 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $1.4M.
First Trust Health Care AlphaDEX Fund made up 0.71% of PCG Wealth Advisors's portfolio in Q2 2026, its #44 holding.
PCG Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.