Risk Paradigm Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Risk Paradigm 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	$333K	Sell	3,038 -1,287	-30%	-$146K	0.28%	48
2025 Q4	$492K	Buy	+4,325	New	+$490K	0.47%	41
2018 Q4	$479K	Sell	6,957 -519	-7%	-$39.3K	1.16%	33
2018 Q3	$635K	Hold	7,476	–	–	1.26%	19
2018 Q2	$555K	Buy	7,476 +1,084	+17%	+$78.4K	1.07%	21
2018 Q1	$444K	Sell	6,392 -182	-3%	-$13.1K	0.56%	56
2017 Q4	$459K	Buy	6,574 +112	+2%	+$7.65K	0.49%	62
2017 Q3	$436K	Sell	6,462 -356	-5%	-$23.8K	0.53%	59
2017 Q2	$456K	Sell	6,818 -72	-1%	-$4.63K	0.54%	55
2017 Q1	$430K	Buy	+6,890	New	+$421K	0.49%	69
2016 Q4	–	Sell	-9,171	Closed	-$558K	–	253
2016 Q3	$558K	Sell	9,171 -6,351	-41%	-$386K	0.42%	71
2016 Q2	$915K	Buy	+15,522	New	+$900K	1.24%	26
2015 Q3	–	Sell	-13,299	Closed	-$916K	–	464
2015 Q2	$916K	Buy	13,299 +1,527	+13%	+$103K	0.87%	41
2015 Q1	$789K	Buy	+11,772	New	+$750K	0.77%	44

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Risk Paradigm Group's FXH Position: Q1 2026 in Review

Risk Paradigm Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 30% in Q1 2026, selling an estimated $146K and leaving 3,038 shares worth $333K. The position accounts for 0.28% of the portfolio, ranked #48.

Risk Paradigm Group first reported a position in FXH in Q1 2015 and has held it in 14 quarters since. The position peaked at $916K in Q2 2015. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Risk Paradigm Group held 3,038 shares of First Trust Health Care AlphaDEX Fund worth $333K as of Q1 2026.
Risk Paradigm Group sold 1,287 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $146K.
First Trust Health Care AlphaDEX Fund made up 0.28% of Risk Paradigm Group's portfolio in Q1 2026, its #48 holding.
Risk Paradigm Group first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2015 and has held it in 14 quarters since.
Risk Paradigm Group's First Trust Health Care AlphaDEX Fund position peaked at $916K in Q2 2015.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.