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Pine Valley Investments’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Pine Valley Investments’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 		$684K Buy
5,592
+331
+6% +$37.9K 0.03% 354
2026
Q1 		$578K Buy
5,261
+469
+10% +$53.2K 0.03% 358
2025
Q4 		$545K Buy
4,792
+152
+3% +$17.2K 0.03% 352
2025
Q3 		$509K Buy
4,640
+194
+4% +$20.3K 0.03% 351
2025
Q2 		$461K Buy
4,446
+274
+7% +$27.5K 0.03% 354
2025
Q1 		$432K Buy
4,172
+114
+3% +$12.2K 0.03% 360
2024
Q4 		$423K Buy
4,058
+189
+5% +$20.5K 0.03% 361
2024
Q3 		$433K Buy
3,869
+112
+3% +$12.3K 0.03% 343
2024
Q2 		$393K Buy
3,757
+195
+5% +$20.5K 0.03% 342
2024
Q1 		$390K Sell
3,562
-16
-0.4% -$1.69K 0.03% 351
2023
Q4 		$371K Sell
3,578
-136
-4% -$13.1K 0.03% 345
2023
Q3 		$361K Buy
3,714
+353
+11% +$36.6K 0.03% 333
2023
Q2 		$364K Buy
3,361
+234
+7% +$25.1K 0.04% 294
2023
Q1 		$335K Buy
+3,127
New +$340K 0.05% 208

Other funds holding FXH

Envestnet Asset Management
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Pine Valley Investments's FXH Position: Q2 2026 in Review

Pine Valley Investments increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 6.3% in Q2 2026, buying an estimated $37.9K and bringing the position to 5,592 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #354.

Pine Valley Investments first reported a position in FXH in Q1 2023 and has held it in 14 quarters since. 130 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Pine Valley Investments held 5,592 shares of First Trust Health Care AlphaDEX Fund worth $684K as of Q2 2026.
  • Pine Valley Investments bought 331 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $37.9K.
  • First Trust Health Care AlphaDEX Fund made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #354 holding.
  • Pine Valley Investments first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
  • 130 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.