Tucker Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Tucker Asset 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	$57.5K	Buy	+470	New	+$53.9K	0.01%	251
2026 Q1	–	Sell	-29	Closed	-$3.3K	–	631
2025 Q4	$3.3K	Buy	+29	New	+$3.29K	﹤0.01%	765
2025 Q1	–	Sell	-710	Closed	-$73.9K	–	549
2024 Q4	$73.9K	Buy	710 +102	+17%	+$11.1K	0.01%	292
2024 Q3	$68K	Sell	608 -321	-35%	-$35.2K	0.02%	282
2024 Q2	$97.1K	Buy	929 +636	+217%	+$66.8K	0.02%	270
2024 Q1	$32.1K	Buy	293 +76	+35%	+$8.03K	0.01%	547
2023 Q4	$22.5K	Sell	217 -130	-37%	-$12.5K	0.01%	504
2023 Q3	$33.7K	Buy	347 +83	+31%	+$8.61K	0.01%	402
2023 Q2	$28.6K	Sell	264 -83	-24%	-$8.89K	0.01%	349
2023 Q1	$37.3K	Buy	347 +155	+81%	+$16.9K	0.01%	301
2022 Q4	$20.9K	Buy	192 +16	+9%	+$1.68K	0.01%	242
2022 Q3	$18.4K	Buy	176 +3	+2%	+$316	0.01%	252
2022 Q2	$17.8K	Buy	173 +137	+381%	+$14.8K	0.01%	180
2022 Q1	$4.13K	Buy	+36	New	+$4.04K	﹤0.01%	343
2021 Q3	–	Sell	-131	Closed	-$15.3K	–	387
2021 Q2	$15.3K	Hold	131	–	–	0.01%	146
2021 Q1	$14.2K	Buy	131 +2	+2%	+$219	0.01%	158
2020 Q4	$13.9K	Buy	+129	New	+$13.1K	0.01%	172

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

Tucker Asset Management's FXH Position: Q2 2026 in Review

Tucker Asset Management opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026: 470 shares worth $57.5K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in FXH as recently as Q4 2025.

Tucker Asset Management first reported a position in FXH in Q4 2020 and has held it in 17 quarters since. The position peaked at $97.1K in Q2 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Tucker Asset Management held 470 shares of First Trust Health Care AlphaDEX Fund worth $57.5K as of Q2 2026.
First Trust Health Care AlphaDEX Fund was a new Tucker Asset Management position in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #251 holding.
Tucker Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and has held it in 17 quarters since.
Tucker Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $97.1K in Q2 2024.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.