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

Tradition 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	$564K	Sell	4,607 -20	-0.4%	-$2.29K	0.03%	284
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

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

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

Tradition Wealth Management reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.43% in Q2 2026, selling an estimated $2.29K and leaving 4,607 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #284.

Tradition Wealth Management first reported a position in FXH in Q4 2020 and has held it in 23 quarters since. The position peaked at $794K in Q4 2020. 253 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Tradition Wealth Management held 4,607 shares of First Trust Health Care AlphaDEX Fund worth $564K as of Q2 2026.
Tradition Wealth Management sold 20 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $2.29K.
First Trust Health Care AlphaDEX Fund made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #284 holding.
Tradition Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $794K in Q4 2020.
253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.