Pinnacle Bancorp’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Pinnacle Bancorp’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	$24.5K	Hold	200	–	–	0.01%	596
2026 Q1	$22K	Hold	200	–	–	0.01%	587
2025 Q4	$22.8K	Hold	200	–	–	0.01%	575
2025 Q3	$21.9K	Hold	200	–	–	0.01%	605
2025 Q2	$20.7K	Hold	200	–	–	0.01%	596
2025 Q1	$20.7K	Hold	200	–	–	0.01%	575
2024 Q4	$20.8K	Hold	200	–	–	0.01%	581
2024 Q3	$22.4K	Hold	200	–	–	0.01%	556
2024 Q2	$20.9K	Hold	200	–	–	0.01%	547
2024 Q1	$21.9K	Buy	+200	New	+$21.1K	0.01%	532

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

Pinnacle Bancorp's FXH Position: Q2 2026 in Review

Pinnacle Bancorp held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 200 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #596.

Pinnacle Bancorp first reported a position in FXH in Q1 2024 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Pinnacle Bancorp held 200 shares of First Trust Health Care AlphaDEX Fund worth $24.5K as of Q2 2026.
Pinnacle Bancorp 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 Pinnacle Bancorp's portfolio in Q2 2026, its #596 holding.
Pinnacle Bancorp first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.