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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM

Prosperity Consulting Group's FXH Position: Q1 2026 in Review

Prosperity Consulting Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.78% in Q1 2026, selling an estimated $12.7K and leaving 14,305 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #183.

Prosperity Consulting Group first reported a position in FXH in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Prosperity Consulting Group held 14,305 shares of First Trust Health Care AlphaDEX Fund worth $1.57M as of Q1 2026.
  • Prosperity Consulting Group sold 112 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $12.7K.
  • First Trust Health Care AlphaDEX Fund made up 0.07% of Prosperity Consulting Group's portfolio in Q1 2026, its #183 holding.
  • Prosperity Consulting Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
  • Prosperity Consulting Group's First Trust Health Care AlphaDEX Fund position peaked at $1.64M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.