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Silver Grove Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Silver Grove Financial Group’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 		$393K Buy
3,212
+37
+1% +$4.24K 0.21% 88
2026
Q1 		$349K Buy
3,175
+1
+0% +$113 0.28% 78
2025
Q4 		$361K Buy
3,174
+352
+12% +$39.9K 0.31% 66
2025
Q3 		$310K Buy
+2,822
New +$296K 0.29% 81

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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

Silver Grove Financial Group's FXH Position: Q2 2026 in Review

Silver Grove Financial Group increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 1.2% in Q2 2026, buying an estimated $4.24K and bringing the position to 3,212 shares worth $393K. The position accounts for 0.21% of the portfolio, ranked #88.

Silver Grove Financial Group first reported a position in FXH in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Silver Grove Financial Group held 3,212 shares of First Trust Health Care AlphaDEX Fund worth $393K as of Q2 2026.
  • Silver Grove Financial Group bought 37 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $4.24K.
  • First Trust Health Care AlphaDEX Fund made up 0.21% of Silver Grove Financial Group's portfolio in Q2 2026, its #88 holding.
  • Silver Grove Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.