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Steigerwald Gordon & Koch’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Steigerwald Gordon & Koch’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 		$89.1K Hold
728
– – 0.01% 231
2026
Q1 		$79.9K Hold
728
– – 0.01% 237
2025
Q4 		$82.9K Hold
728
– – 0.01% 238
2025
Q3 		$79.8K Buy
+728
New +$76.3K 0.01% 236

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 22.9% 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

Steigerwald Gordon & Koch's FXH Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 728 shares worth $89.1K. The position accounts for 0.01% of the portfolio, ranked #231.

Steigerwald Gordon & Koch first reported a position in FXH in Q3 2025 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Steigerwald Gordon & Koch held 728 shares of First Trust Health Care AlphaDEX Fund worth $89.1K as of Q2 2026.
  • Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's portfolio in Q2 2026, its #231 holding.
  • Steigerwald Gordon & Koch first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.