Pinnacle Financial Partners (Georgia)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Pinnacle Financial Partners (Georgia)’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	$366K	Sell	2,993 -1,434	-32%	-$164K	﹤0.01%	935
2026 Q1	$486K	Sell	4,427 -646	-13%	-$73.3K	﹤0.01%	813
2025 Q4	$577K	Buy	+5,073	New	+$575K	﹤0.01%	752

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 Financial Partners (Georgia)'s FXH Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 32% in Q2 2026, selling an estimated $164K and leaving 2,993 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Pinnacle Financial Partners (Georgia) first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. The position peaked at $577K in Q4 2025. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 2,993 shares of First Trust Health Care AlphaDEX Fund worth $366K as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 1,434 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $164K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #935 holding.
Pinnacle Financial Partners (Georgia) first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s First Trust Health Care AlphaDEX Fund position peaked at $577K in Q4 2025.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.