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

SFI 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	$1.91M	Sell	15,592 -349	-2%	-$40K	1.65%	23
2026 Q1	$1.75M	Sell	15,941 -16,426	-51%	-$1.86M	1.84%	25
2025 Q4	$3.68M	Sell	32,367 -592	-2%	-$67.1K	2.36%	20
2025 Q3	$3.61M	Sell	32,959 -1,486	-4%	-$156K	2.3%	21
2025 Q2	$3.57M	Sell	34,445 -1,768	-5%	-$178K	2.47%	19
2025 Q1	$3.75M	Buy	+36,213	New	+$3.88M	2.77%	14
2023 Q2	–	Sell	-32,783	Closed	-$3.53M	–	77
2023 Q1	$3.53M	Buy	32,783 +734	+2%	+$79.9K	3.54%	10
2022 Q4	$3.48M	Buy	32,049 +14,453	+82%	+$1.52M	3.78%	8
2022 Q3	$1.71M	Buy	+17,596	New	+$1.85M	1.99%	22

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

SFI Advisors's FXH Position: Q2 2026 in Review

SFI Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 2.2% in Q2 2026, selling an estimated $40K and leaving 15,592 shares worth $1.91M. The position accounts for 1.65% of the portfolio, ranked #23.

SFI Advisors first reported a position in FXH in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.75M in Q1 2025. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

SFI Advisors held 15,592 shares of First Trust Health Care AlphaDEX Fund worth $1.91M as of Q2 2026.
SFI Advisors sold 349 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $40K.
First Trust Health Care AlphaDEX Fund made up 1.65% of SFI Advisors's portfolio in Q2 2026, its #23 holding.
SFI Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2022 and has held it in 9 quarters since.
SFI Advisors's First Trust Health Care AlphaDEX Fund position peaked at $3.75M in Q1 2025.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.