RMG Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

RMG Wealth Management’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	–	Sell	-502	Closed	-$56.5K	–	628
2026 Q1	$56.5K	Sell	502 -258	-34%	-$29.3K	0.01%	157
2025 Q4	$133K	Buy	760 +83	+12%	+$9.41K	0.02%	81
2025 Q3	$76.7K	Hold	677	–	–	0.01%	111
2025 Q2	$67.7K	Buy	+677	New	+$68K	0.01%	111

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

RMG Wealth Management's FXH Position: Q2 2026 in Review

RMG Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 502 shares — an estimated $56.5K sold.

RMG Wealth Management first reported a position in FXH in Q2 2025 and held it in 4 quarters. The position peaked at $133K in Q4 2025. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

RMG Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 502 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $56.5K.
RMG Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2025 and held it in 4 quarters.
RMG Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $133K in Q4 2025.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.