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

Physician 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	$37.5K	Hold	306	–	–	﹤0.01%	497
2026 Q1	$33.6K	Hold	306	–	–	﹤0.01%	492
2025 Q4	$34.8K	Hold	306	–	–	﹤0.01%	461
2025 Q3	$33.6K	Hold	306	–	–	﹤0.01%	454
2025 Q2	$31.7K	Hold	306	–	–	0.01%	426
2025 Q1	$31.7K	Hold	306	–	–	0.01%	407
2024 Q4	$31.9K	Buy	+306	New	+$33.2K	0.01%	410

Other funds holding FXH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Physician Wealth Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 306 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Physician Wealth Advisors first reported a position in FXH in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Physician Wealth Advisors held 306 shares of First Trust Health Care AlphaDEX Fund worth $37.5K as of Q2 2026.
Physician Wealth Advisors left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #497 holding.
Physician Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
112 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.