Salomon & Ludwin’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Salomon & Ludwin’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	$4.94K	Hold	40	–	–	﹤0.01%	1828
2026 Q1	$4.42K	Hold	40	–	–	﹤0.01%	1791
2025 Q4	$4.66K	Hold	40	–	–	﹤0.01%	1813
2025 Q3	$4.56K	Hold	40	–	–	﹤0.01%	1755
2025 Q2	$4.12K	Hold	40	–	–	﹤0.01%	583
2025 Q1	$4.14K	Hold	40	–	–	﹤0.01%	532
2024 Q4	$4.17K	Hold	40	–	–	﹤0.01%	531
2024 Q3	$4.47K	Hold	40	–	–	﹤0.01%	534
2024 Q2	$4.18K	Hold	40	–	–	﹤0.01%	540
2024 Q1	$4.38K	Buy	+40	New	+$4.23K	﹤0.01%	648
2020 Q2	–	Sell	-495	Closed	-$37K	–	124
2020 Q1	$37K	Hold	495	–	–	0.01%	105
2019 Q4	$42K	Hold	495	–	–	0.01%	119
2019 Q3	$37K	Hold	495	–	–	0.01%	107
2019 Q2	$38K	Buy	+495	New	+$36.8K	0.01%	101

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

Salomon & Ludwin's FXH Position: Q2 2026 in Review

Salomon & Ludwin held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 40 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Salomon & Ludwin first reported a position in FXH in Q2 2019 and has held it in 14 quarters since. The position peaked at $42K in Q4 2019. 253 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Salomon & Ludwin held 40 shares of First Trust Health Care AlphaDEX Fund worth $4.94K as of Q2 2026.
Salomon & Ludwin 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 Salomon & Ludwin's portfolio in Q2 2026, its #1828 holding.
Salomon & Ludwin first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2019 and has held it in 14 quarters since.
Salomon & Ludwin's First Trust Health Care AlphaDEX Fund position peaked at $42K in Q4 2019.
253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.