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

Signature Wealth Management Partners’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	-2,854	Closed	-$313K	–	124
2026 Q1	$313K	Sell	2,854 -88	-3%	-$9.98K	0.16%	91
2025 Q4	$335K	Hold	2,942	–	–	0.17%	85
2025 Q3	$323K	Sell	2,942 -481	-14%	-$50.4K	0.17%	86
2025 Q2	$355K	Sell	3,423 -17	-0.5%	-$1.71K	0.2%	73
2025 Q1	$356K	Buy	3,440 +194	+6%	+$20.8K	0.23%	73
2024 Q4	$338K	Sell	3,246 -18	-0.6%	-$1.96K	0.23%	75
2024 Q3	$365K	Hold	3,264	–	–	0.26%	69
2024 Q2	$341K	Hold	3,264	–	–	0.26%	74
2024 Q1	$358K	Sell	3,264 -3	-0.1%	-$317	0.29%	69
2023 Q4	$338K	Hold	3,267	–	–	0.3%	70
2023 Q3	$317K	Buy	3,267 +128	+4%	+$13.3K	0.31%	68
2023 Q2	$340K	Sell	3,139 -96	-3%	-$10.3K	0.32%	66
2023 Q1	$348K	Hold	3,235	–	–	0.32%	69
2022 Q4	$352K	Hold	3,235	–	–	0.35%	68
2022 Q3	$315K	Sell	3,235 -45	-1%	-$4.74K	0.35%	68
2022 Q2	$338K	Hold	3,280	–	–	0.35%	71
2022 Q1	$376K	Hold	3,280	–	–	0.32%	70
2021 Q4	$407K	Hold	3,280	–	–	0.35%	66
2021 Q3	$390K	Sell	3,280 -75	-2%	-$9.18K	0.35%	66
2021 Q2	$393K	Hold	3,355	–	–	0.36%	65
2021 Q1	$364K	Buy	3,355 +100	+3%	+$10.9K	0.35%	69
2020 Q4	$351K	Buy	+3,255	New	+$331K	0.35%	63

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

Signature Wealth Management Partners's FXH Position: Q2 2026 in Review

Signature Wealth Management Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 2,854 shares — an estimated $313K sold.

Signature Wealth Management Partners first reported a position in FXH in Q4 2020 and held it in 22 quarters. The position peaked at $407K in Q4 2021. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Signature Wealth Management Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Signature Wealth Management Partners sold 2,854 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $313K.
Signature Wealth Management Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 22 quarters.
Signature Wealth Management Partners's First Trust Health Care AlphaDEX Fund position peaked at $407K in Q4 2021.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.