Topsail Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Topsail Wealth Management’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	$146K	Hold	1,196	–	–	0.02%	181
2026 Q1	$131K	Hold	1,196	–	–	0.02%	181
2025 Q4	$136K	Sell	1,196 -86	-7%	-$9.75K	0.02%	174
2025 Q3	$141K	Hold	1,282	–	–	0.02%	168
2025 Q2	$133K	Hold	1,282	–	–	0.02%	159
2025 Q1	$133K	Hold	1,282	–	–	0.03%	145
2024 Q4	$133K	Buy	+1,282	New	+$139K	0.03%	133

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

Topsail Wealth Management's FXH Position: Q2 2026 in Review

Topsail Wealth Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 1,196 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #181.

Topsail Wealth Management first reported a position in FXH in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Topsail Wealth Management held 1,196 shares of First Trust Health Care AlphaDEX Fund worth $146K as of Q2 2026.
Topsail Wealth Management left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.02% of Topsail Wealth Management's portfolio in Q2 2026, its #181 holding.
Topsail Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.