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REAP Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

REAP Financial 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 		$158K Sell
1,293
-375
-22% -$43K 0.03% 160
2026
Q1 		$183K Sell
1,668
-464
-22% -$52.6K 0.04% 140
2025
Q4 		$243K Buy
2,132
+496
+30% +$56.2K 0.05% 113
2025
Q3 		$179K Buy
1,636
+253
+18% +$26.5K 0.04% 120
2025
Q2 		$143K Sell
1,383
-608
-31% -$61.1K 0.03% 136
2025
Q1 		$206K Sell
1,991
-384
-16% -$41.1K 0.05% 103
2024
Q4 		$247K Sell
2,375
-96
-4% -$10.4K 0.06% 101
2024
Q3 		$276K Sell
2,471
-507
-17% -$55.5K 0.07% 99
2024
Q2 		$311K Sell
2,978
-462
-13% -$48.5K 0.08% 95
2024
Q1 		$377K Buy
3,440
+86
+3% +$9.09K 0.1% 92
2023
Q4 		$347K Buy
+3,354
New +$323K 0.1% 96

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
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

REAP Financial Group's FXH Position: Q2 2026 in Review

REAP Financial Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 22% in Q2 2026, selling an estimated $43K and leaving 1,293 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #160.

REAP Financial Group first reported a position in FXH in Q4 2023 and has held it in 11 quarters since. The position peaked at $377K in Q1 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • REAP Financial Group held 1,293 shares of First Trust Health Care AlphaDEX Fund worth $158K as of Q2 2026.
  • REAP Financial Group sold 375 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $43K.
  • First Trust Health Care AlphaDEX Fund made up 0.03% of REAP Financial Group's portfolio in Q2 2026, its #160 holding.
  • REAP Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's First Trust Health Care AlphaDEX Fund position peaked at $377K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.