Silver Oak Securities’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Silver Oak Securities’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	$639K	Buy	5,223 +197	+4%	+$22.6K	0.04%	393
2026 Q1	$552K	Sell	5,026 -1,031	-17%	-$117K	0.04%	400
2025 Q4	$697K	Sell	6,057 -233	-4%	-$26.4K	0.05%	370
2025 Q3	$690K	Buy	6,290 +4,533	+258%	+$475K	0.05%	351
2025 Q2	$182K	Buy	+1,757	New	+$176K	0.01%	652
2024 Q4	–	Sell	-1,691	Closed	-$188K	–	640
2024 Q3	$188K	Buy	+1,691	New	+$185K	0.02%	496

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

Silver Oak Securities's FXH Position: Q2 2026 in Review

Silver Oak Securities increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.9% in Q2 2026, buying an estimated $22.6K and bringing the position to 5,223 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #393.

Silver Oak Securities first reported a position in FXH in Q3 2024 and has held it in 6 quarters since. The position peaked at $697K in Q4 2025. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Silver Oak Securities held 5,223 shares of First Trust Health Care AlphaDEX Fund worth $639K as of Q2 2026.
Silver Oak Securities bought 197 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $22.6K.
First Trust Health Care AlphaDEX Fund made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #393 holding.
Silver Oak Securities first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 6 quarters since.
Silver Oak Securities's First Trust Health Care AlphaDEX Fund position peaked at $697K in Q4 2025.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.