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Ridgeline Wealth Planning’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Ridgeline Wealth Planning’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 		$204K Hold
1,858
– – 0.15% 51
2025
Q4 		$211K Hold
1,858
– – 0.15% 50
2025
Q3 		$204K Buy
+1,858
New +$195K 0.15% 42

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

Ridgeline Wealth Planning's FXH Position: Q1 2026 in Review

Ridgeline Wealth Planning held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q1 2026 at 1,858 shares worth $204K. The position accounts for 0.15% of the portfolio, ranked #51.

Ridgeline Wealth Planning first reported a position in FXH in Q3 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Ridgeline Wealth Planning held 1,858 shares of First Trust Health Care AlphaDEX Fund worth $204K as of Q1 2026.
  • Ridgeline Wealth Planning left its First Trust Health Care AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.15% of Ridgeline Wealth Planning's portfolio in Q1 2026, its #51 holding.
  • Ridgeline Wealth Planning first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • Ridgeline Wealth Planning's First Trust Health Care AlphaDEX Fund position peaked at $211K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q1 2026, filed 5 May 2026.