Perryman Financial Advisory’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Perryman Financial Advisory’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	$9.12M	Buy	74,544 +1,733	+2%	+$199K	1.21%	27
2026 Q1	$7.99M	Buy	72,811 +96	+0.1%	+$10.9K	1.2%	28
2025 Q4	$8.28M	Buy	+72,715	New	+$8.24M	1.21%	24

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Perryman Financial Advisory's FXH Position: Q2 2026 in Review

Perryman Financial Advisory increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 2.4% in Q2 2026, buying an estimated $199K and bringing the position to 74,544 shares worth $9.12M. The position accounts for 1.21% of the portfolio, ranked #27.

Perryman Financial Advisory first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Perryman Financial Advisory held 74,544 shares of First Trust Health Care AlphaDEX Fund worth $9.12M as of Q2 2026.
Perryman Financial Advisory bought 1,733 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $199K.
First Trust Health Care AlphaDEX Fund made up 1.21% of Perryman Financial Advisory's portfolio in Q2 2026, its #27 holding.
Perryman Financial Advisory first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.