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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$508K	Sell	4,627 -931	-17%	-$106K	0.04%	288
2025 Q4	$633K	Buy	5,558 +5	+0.1%	+$567	0.05%	250
2025 Q3	$609K	Sell	5,553 -122	-2%	-$12.8K	0.05%	248
2025 Q2	$588K	Buy	5,675 +3	+0.1%	+$301	0.05%	242
2025 Q1	$588K	Buy	5,672 +2	+0%	+$214	0.05%	227
2024 Q4	$590K	Buy	5,670 +4	+0.1%	+$434	0.05%	221
2024 Q3	$634K	Sell	5,666 -91	-2%	-$9.97K	0.06%	207
2024 Q2	$602K	Buy	5,757 +4	+0.1%	+$420	0.06%	206
2024 Q1	$630K	Buy	5,753 +10	+0.2%	+$1.06K	0.06%	186
2023 Q4	$595K	Buy	5,743 +2	+0%	+$193	0.06%	163
2023 Q3	$558K	Sell	5,741 -38	-0.7%	-$3.94K	0.07%	161
2023 Q2	$626K	Buy	5,779 +2	+0%	+$214	0.07%	152
2023 Q1	$621K	Buy	5,777 +6	+0.1%	+$653	0.08%	144
2022 Q4	$628K	Buy	5,771 +5	+0.1%	+$524	0.09%	139
2022 Q3	$560K	Hold	5,766	–	–	0.08%	146
2022 Q2	$595K	Hold	5,766	–	–	0.09%	150
2022 Q1	$661K	Hold	5,766	–	–	0.08%	162
2021 Q4	$716K	Hold	5,766	–	–	0.09%	150
2021 Q3	$686K	Hold	5,766	–	–	0.1%	141
2021 Q2	$675K	Sell	5,766 -48	-0.8%	-$5.48K	0.1%	149
2021 Q1	$631K	Sell	5,814 -1,550	-21%	-$170K	0.11%	143
2020 Q4	$794K	Buy	+7,364	New	+$749K	0.15%	112