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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
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 $1.66T 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

REAP Financial Group's FXH Position: Q1 2026 in Review

REAP Financial Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 22% in Q1 2026, selling an estimated $52.6K and leaving 1,668 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #140.

REAP Financial Group first reported a position in FXH in Q4 2023 and has held it in 10 quarters since. The position peaked at $377K in Q1 2024. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • REAP Financial Group held 1,668 shares of First Trust Health Care AlphaDEX Fund worth $183K as of Q1 2026.
  • REAP Financial Group sold 464 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $52.6K.
  • First Trust Health Care AlphaDEX Fund made up 0.04% of REAP Financial Group's portfolio in Q1 2026, its #140 holding.
  • REAP Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 10 quarters since.
  • REAP Financial Group's First Trust Health Care AlphaDEX Fund position peaked at $377K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.