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 Q2	$227K	Hold	1,858	–	–	0.14%	50
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 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

Ridgeline Wealth Planning's FXH Position: Q2 2026 in Review

Ridgeline Wealth Planning held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 1,858 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #50.

Ridgeline Wealth Planning first reported a position in FXH in Q3 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Ridgeline Wealth Planning held 1,858 shares of First Trust Health Care AlphaDEX Fund worth $227K as of Q2 2026.
Ridgeline Wealth Planning left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.14% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #50 holding.
Ridgeline Wealth Planning first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.