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FXH icon

Sunbelt Securities’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Sunbelt Securities’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
Q1 		$87.6K Hold
798
– – 0.01% 882
2025
Q4 		$90.8K Buy
798
+1
+0.1% +$113 0.01% 855
2025
Q3 		$87.4K Sell
797
-31
-4% -$3.25K 0.01% 867
2025
Q2 		$86.2K Buy
828
+26
+3% +$2.61K 0.01% 805
2025
Q1 		$83.1K Sell
802
-26
-3% -$2.78K 0.01% 776
2024
Q4 		$85.9K Buy
828
+311
+60% +$33.8K 0.01% 808
2024
Q3 		$57.9K Sell
517
-436
-46% -$47.8K 0.01% 903
2024
Q2 		$99.6K Sell
953
-245
-20% -$25.7K 0.01% 731
2024
Q1 		$131K Sell
1,198
-3,706
-76% -$392K 0.01% 650
2023
Q4 		$508K Sell
4,904
-219
-4% -$21.1K 0.06% 302
2023
Q3 		$498K Sell
5,123
-66
-1% -$6.85K 0.07% 290
2023
Q2 		$562K Sell
5,189
-918
-15% -$98.3K 0.08% 259
2023
Q1 		$647K Hold
6,107
– – 0.1% 216
2022
Q4 		$664K Sell
6,107
-45
-0.7% -$4.72K 0.13% 193
2022
Q3 		$598K Sell
6,152
-1,041
-14% -$110K 0.13% 202
2022
Q2 		$742K Buy
7,193
+26
+0.4% +$2.8K 0.16% 166
2022
Q1 		$829K Sell
7,167
-430
-6% -$48.2K 0.15% 174
2021
Q4 		$851K Buy
7,597
+275
+4% +$32.9K 0.14% 174
2021
Q3 		$861K Hold
7,322
– – 0.15% 159
2021
Q2 		$861K Sell
7,322
-1,010
-12% -$115K 0.16% 159
2021
Q1 		$905K Sell
8,332
-798
-9% -$87.3K 0.18% 144
2020
Q4 		$984K Sell
9,130
-239
-3% -$24.3K 0.2% 122
2020
Q3 		$880K Sell
9,369
-615
-6% -$57.6K 0.24% 105
2020
Q2 		$901K Buy
9,984
+204
+2% +$17.5K 0.31% 90
2020
Q1 		$723K Sell
9,780
-547
-5% -$44.4K 0.03% 176
2019
Q4 		$870K Buy
10,327
+208
+2% +$16.5K 0.09% 217
2019
Q3 		$749K Buy
10,119
+546
+6% +$41.6K 0.08% 220
2019
Q2 		$741K Buy
+9,573
New +$712K 0.32% 90

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Sunbelt Securities's FXH Position: Q1 2026 in Review

Sunbelt Securities held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q1 2026 at 798 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #882.

Sunbelt Securities first reported a position in FXH in Q2 2019 and has held it in 28 quarters since. The position peaked at $984K in Q4 2020. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Sunbelt Securities held 798 shares of First Trust Health Care AlphaDEX Fund worth $87.6K as of Q1 2026.
  • Sunbelt Securities left its First Trust Health Care AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #882 holding.
  • Sunbelt Securities first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2019 and has held it in 28 quarters since.
  • Sunbelt Securities's First Trust Health Care AlphaDEX Fund position peaked at $984K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.