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 Q3	$26.1K	Hold	200	–	–	0.01%	572
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

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Pinnacle Bancorp's FXH Position: Q3 2026 in Review

Pinnacle Bancorp held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q3 2026 at 200 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #572.

Pinnacle Bancorp first reported a position in FXH in Q1 2024 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

Pinnacle Bancorp held 200 shares of First Trust Health Care AlphaDEX Fund worth $26.1K as of Q3 2026.
Pinnacle Bancorp left its First Trust Health Care AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Health Care AlphaDEX Fund made up 0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #572 holding.
Pinnacle Bancorp first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2024 and has held it in 11 quarters since.
43 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.