Spectrum Wealth Advisory Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Spectrum Wealth Advisory 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	$706K	Hold	5,769	–	–	0.2%	43
2026 Q1	$633K	Hold	5,769	–	–	0.24%	36
2025 Q4	$657K	Hold	5,769	–	–	0.24%	35
2025 Q3	$633K	Hold	5,769	–	–	0.26%	34
2025 Q2	$598K	Hold	5,769	–	–	0.28%	31
2025 Q1	$598K	Hold	5,769	–	–	0.29%	29
2024 Q4	$601K	Sell	5,769 -155	-3%	-$16.8K	0.28%	30
2024 Q3	$663K	Sell	5,924 -177	-3%	-$19.4K	0.37%	26
2024 Q2	$638K	Sell	6,101 -347	-5%	-$36.4K	0.68%	16
2024 Q1	$707K	Buy	6,448 +1	+0%	+$106	0.81%	16
2023 Q4	$668K	Sell	6,447 -101	-2%	-$9.73K	0.82%	16
2023 Q3	$636K	Hold	6,548	–	–	0.88%	15
2023 Q2	$709K	Sell	6,548 -12	-0.2%	-$1.28K	0.94%	14
2023 Q1	$705K	Sell	6,560 -240	-4%	-$26.1K	0.95%	16
2022 Q4	$739K	Hold	6,800	–	–	1.03%	15
2022 Q3	$661K	Sell	6,800 -286	-4%	-$30.1K	0.83%	21
2022 Q2	$731K	Hold	7,086	–	–	0.82%	21
2022 Q1	$812K	Sell	7,086 -555	-7%	-$62.2K	0.78%	22
2021 Q4	$949K	Buy	7,641 +53	+0.7%	+$6.34K	0.85%	23
2021 Q3	$903K	Hold	7,588	–	–	0.89%	23
2021 Q2	$889K	Hold	7,588	–	–	0.87%	23
2021 Q1	$824K	Hold	7,588	–	–	0.79%	22
2020 Q4	$818K	Sell	7,588 -7,588	-50%	-$772K	0.92%	20
2020 Q3	$1.44M	Buy	15,176 +7,466	+97%	+$699K	0.92%	21
2020 Q2	$695K	Sell	7,710 -1,009	-12%	-$86.5K	0.98%	21
2020 Q1	$645K	Sell	8,719 -796	-8%	-$64.7K	1.39%	17
2019 Q4	$801K	Sell	9,515 -196	-2%	-$15.5K	1.43%	17
2019 Q3	$719K	Sell	9,711 -3,176	-25%	-$242K	1.43%	17
2019 Q2	$995K	Sell	12,887 -19,202	-60%	-$1.43M	2.03%	15
2019 Q1	$2.45M	Buy	+32,089	New	+$2.39M	3.83%	12

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

Spectrum Wealth Advisory Group's FXH Position: Q2 2026 in Review

Spectrum Wealth Advisory Group held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 5,769 shares worth $706K. The position accounts for 0.2% of the portfolio, ranked #43.

Spectrum Wealth Advisory Group first reported a position in FXH in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.45M in Q1 2019. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Spectrum Wealth Advisory Group held 5,769 shares of First Trust Health Care AlphaDEX Fund worth $706K as of Q2 2026.
Spectrum Wealth Advisory Group left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.2% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #43 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2019 and has held it in 30 quarters since.
Spectrum Wealth Advisory Group's First Trust Health Care AlphaDEX Fund position peaked at $2.45M in Q1 2019.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.