Prosperity Consulting Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Prosperity Consulting Group’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	$1.69M	Sell	13,806 -499	-3%	-$57.2K	0.06%	193
2026 Q1	$1.57M	Sell	14,305 -112	-0.8%	-$12.7K	0.07%	183
2025 Q4	$1.64M	Buy	14,417 +174	+1%	+$19.7K	0.07%	187
2025 Q3	$1.56M	Sell	14,243 -354	-2%	-$37.1K	0.08%	195
2025 Q2	$1.51M	Sell	14,597 -139	-0.9%	-$14K	0.11%	170
2025 Q1	$1.53M	Sell	14,736 -33	-0.2%	-$3.53K	0.12%	172
2024 Q4	$1.54M	Buy	14,769 +3,099	+27%	+$337K	0.12%	176
2024 Q3	$1.31M	Buy	+11,670	New	+$1.28M	0.1%	197

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

Prosperity Consulting Group's FXH Position: Q2 2026 in Review

Prosperity Consulting Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.5% in Q2 2026, selling an estimated $57.2K and leaving 13,806 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #193.

Prosperity Consulting Group first reported a position in FXH in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Prosperity Consulting Group held 13,806 shares of First Trust Health Care AlphaDEX Fund worth $1.69M as of Q2 2026.
Prosperity Consulting Group sold 499 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $57.2K.
First Trust Health Care AlphaDEX Fund made up 0.06% of Prosperity Consulting Group's portfolio in Q2 2026, its #193 holding.
Prosperity Consulting Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.