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Prasad Wealth Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Prasad Wealth Partners’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 		$10.3M Buy
83,752
+80,787
+2,725% +$9.26M 2.47% 13
2026
Q1 		$325K Buy
2,965
+5
+0.2% +$567 0.09% 102
2025
Q4 		$337K Buy
2,960
+4
+0.1% +$453 0.09% 99
2025
Q3 		$324K Buy
2,956
+15
+0.5% +$1.57K 0.09% 99
2025
Q2 		$305K Sell
2,941
-242
-8% -$24.3K 0.09% 93
2025
Q1 		$330K Sell
3,183
-203
-6% -$21.7K 0.11% 82
2024
Q4 		$353K Buy
+3,386
New +$368K 0.11% 73

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prasad Wealth Partners's FXH Position: Q2 2026 in Review

Prasad Wealth Partners increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 2,725% in Q2 2026, buying an estimated $9.26M and bringing the position to 83,752 shares worth $10.3M. The position accounts for 2.47% of the portfolio, ranked #13.

Prasad Wealth Partners first reported a position in FXH in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Prasad Wealth Partners held 83,752 shares of First Trust Health Care AlphaDEX Fund worth $10.3M as of Q2 2026.
  • Prasad Wealth Partners bought 80,787 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $9.26M.
  • First Trust Health Care AlphaDEX Fund made up 2.47% of Prasad Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Prasad Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.