Rossby Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Rossby Financial’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	$29.5K	Hold	241	–	–	0.01%	854
2026 Q1	$26.7K	Sell	241 -13	-5%	-$1.47K	0.01%	919
2025 Q4	$28.9K	Sell	254 -47	-16%	-$5.33K	0.01%	650
2025 Q3	$33.6K	Hold	301	–	–	0.01%	610
2025 Q2	$31.2K	Sell	301 -18	-6%	-$1.81K	0.01%	578
2025 Q1	$31.5K	Buy	+319	New	+$34.2K	0.01%	549

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

Rossby Financial's FXH Position: Q2 2026 in Review

Rossby Financial held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 241 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #854.

Rossby Financial first reported a position in FXH in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.6K in Q3 2025. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Rossby Financial held 241 shares of First Trust Health Care AlphaDEX Fund worth $29.5K as of Q2 2026.
Rossby Financial left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #854 holding.
Rossby Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's First Trust Health Care AlphaDEX Fund position peaked at $33.6K in Q3 2025.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.