Summit Wealth Group (Colorado)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Summit Wealth Group (Colorado)’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	$287K	Buy	2,347 +72	+3%	+$8.25K	0.02%	312
2026 Q1	$250K	Sell	2,275 -37	-2%	-$4.2K	0.03%	288
2025 Q4	$263K	Buy	2,312 +425	+23%	+$48.2K	0.03%	226
2025 Q3	$1.42M	Sell	1,887 -530	-22%	-$55.6K	0.15%	122
2025 Q2	$251K	Buy	+2,417	New	+$243K	0.06%	201

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

Summit Wealth Group (Colorado)'s FXH Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.2% in Q2 2026, buying an estimated $8.25K and bringing the position to 2,347 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #312.

Summit Wealth Group (Colorado) first reported a position in FXH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q3 2025. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Summit Wealth Group (Colorado) held 2,347 shares of First Trust Health Care AlphaDEX Fund worth $287K as of Q2 2026.
Summit Wealth Group (Colorado) bought 72 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $8.25K.
First Trust Health Care AlphaDEX Fund made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #312 holding.
Summit Wealth Group (Colorado) first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s First Trust Health Care AlphaDEX Fund position peaked at $1.42M in Q3 2025.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.