Petra Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Petra Financial 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	$244K	Hold	1,990	–	–	0.11%	152
2026 Q1	$218K	Buy	+1,990	New	+$226K	0.14%	108
2025 Q4	–	Sell	-1,990	Closed	-$218K	–	143
2025 Q3	$218K	Sell	1,990 -576	-22%	-$60.4K	0.13%	129
2025 Q2	$266K	Hold	2,566	–	–	0.17%	122
2025 Q1	$266K	Hold	2,566	–	–	0.22%	99
2024 Q4	$267K	Sell	2,566 -879	-26%	-$95.5K	0.18%	116
2024 Q3	$385K	Sell	3,445 -75	-2%	-$8.22K	0.25%	95
2024 Q2	$368K	Hold	3,520	–	–	0.26%	90
2024 Q1	$386K	Hold	3,520	–	–	0.28%	86
2023 Q4	$365K	Sell	3,520 -692	-16%	-$66.7K	0.3%	83
2023 Q3	$409K	Hold	4,212	–	–	0.34%	81
2023 Q2	$456K	Sell	4,212 -910	-18%	-$97.4K	0.41%	71
2023 Q1	$550K	Buy	5,122 +185	+4%	+$20.1K	0.54%	36
2022 Q4	$537K	Buy	+4,937	New	+$518K	0.59%	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

Petra Financial Advisors's FXH Position: Q2 2026 in Review

Petra Financial Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 1,990 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #152.

Petra Financial Advisors first reported a position in FXH in Q4 2022 and has held it in 14 quarters since. The position peaked at $550K in Q1 2023. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Petra Financial Advisors held 1,990 shares of First Trust Health Care AlphaDEX Fund worth $244K as of Q2 2026.
Petra Financial Advisors left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.11% of Petra Financial Advisors's portfolio in Q2 2026, its #152 holding.
Petra Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's First Trust Health Care AlphaDEX Fund position peaked at $550K in Q1 2023.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

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