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Sound Income Strategies’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Sound Income Strategies’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
-840
Closed -$92.9K – 1197
2026
Q1 		$92.9K Sell
840
-338
-29% -$38.3K ﹤0.01% 629
2025
Q4 		$136K Buy
1,178
+987
+517% +$112K 0.01% 506
2025
Q3 		$21.4K Hold
191
– – ﹤0.01% 793
2025
Q2 		$19.8K Hold
191
– – ﹤0.01% 746
2025
Q1 		$19.8K Hold
191
– – ﹤0.01% 724
2024
Q4 		$19.9K Buy
191
+190
+19,000% +$20.6K ﹤0.01% 681
2024
Q3 		$74 Hold
1
– – ﹤0.01% 1365
2024
Q2 		$69 Sell
1
-14
-93% -$1.47K ﹤0.01% 1338
2024
Q1 		$1.61K Buy
+15
New +$1.58K ﹤0.01% 1100
2023
Q3 		– Sell
-40
Closed -$4.33K – 1188
2023
Q2 		$4.33K Buy
+40
New +$4.28K ﹤0.01% 762
2020
Q1 		– Sell
-78
Closed -$7K – 794
2019
Q4 		$7K Hold
78
– – ﹤0.01% 395
2019
Q3 		$6K Buy
78
+50
+179% +$3.81K ﹤0.01% 397
2019
Q2 		$2K Sell
28
-32
-53% -$2.38K ﹤0.01% 551
2019
Q1 		$5K Sell
60
-199
-77% -$14.8K ﹤0.01% 434
2018
Q4 		$18K Buy
259
+250
+2,778% +$18.9K 0.01% 248
2018
Q3 		$1K Buy
+9
New +$719 ﹤0.01% 611

Other funds holding FXH

PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Sound Income Strategies's FXH Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 840 shares — an estimated $92.9K sold.

Sound Income Strategies first reported a position in FXH in Q3 2018 and held it in 16 quarters. The position peaked at $136K in Q4 2025. 102 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 840 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $92.9K.
  • Sound Income Strategies first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and held it in 16 quarters.
  • Sound Income Strategies's First Trust Health Care AlphaDEX Fund position peaked at $136K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.