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

Sequoia Financial Advisors’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	$829K	Hold	6,775	–	–	﹤0.01%	1039
2026 Q1	$744K	Buy	6,775 +51	+0.8%	+$5.78K	﹤0.01%	1038
2025 Q4	$765K	Hold	6,724	–	–	﹤0.01%	1034
2025 Q3	$737K	Hold	6,724	–	–	﹤0.01%	943
2025 Q2	$697K	Buy	6,724 +420	+7%	+$42.2K	﹤0.01%	847
2025 Q1	$653K	Buy	+6,304	New	+$675K	0.01%	763

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 22.9% 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

Sequoia Financial Advisors's FXH Position: Q2 2026 in Review

Sequoia Financial Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 6,775 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Sequoia Financial Advisors first reported a position in FXH in Q1 2025 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Sequoia Financial Advisors held 6,775 shares of First Trust Health Care AlphaDEX Fund worth $829K as of Q2 2026.
Sequoia Financial Advisors 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #1039 holding.
Sequoia Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.