Smartleaf Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Smartleaf Asset Management’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	$110K	Hold	894	–	–	﹤0.01%	1129
2026 Q1	$94K	Buy	894 +40	+5%	+$4.54K	﹤0.01%	1147
2025 Q4	$98.3K	Buy	854 +8	+0.9%	+$907	﹤0.01%	1188
2025 Q3	$91.4K	Hold	846	–	–	0.01%	1120
2025 Q2	$87.4K	Buy	846 +802	+1,823%	+$80.6K	0.01%	918
2025 Q1	$4.54K	Hold	44	–	–	﹤0.01%	2222
2024 Q4	$4.57K	Hold	44	–	–	﹤0.01%	2283
2024 Q3	$4.9K	Hold	44	–	–	﹤0.01%	2128
2024 Q2	$4.63K	Hold	44	–	–	﹤0.01%	1846
2024 Q1	$4.81K	Hold	44	–	–	﹤0.01%	1228
2023 Q4	$4.57K	Buy	+44	New	+$4.24K	﹤0.01%	880

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

Smartleaf Asset Management's FXH Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 894 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Smartleaf Asset Management first reported a position in FXH in Q4 2023 and has held it in 11 quarters since. 253 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Smartleaf Asset Management held 894 shares of First Trust Health Care AlphaDEX Fund worth $110K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #1129 holding.
Smartleaf Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.