Twin Peaks Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Twin Peaks Wealth Advisors’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	$122K	Buy	+1,111	New	+$126K	0.03%	252
2025 Q3	–	Sell	-1,111	Closed	-$114K	–	908
2025 Q2	$114K	Buy	+1,111	New	+$112K	0.04%	217

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Twin Peaks Wealth Advisors's FXH Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026: 1,111 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FXH as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FXH in Q2 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Twin Peaks Wealth Advisors held 1,111 shares of First Trust Health Care AlphaDEX Fund worth $122K as of Q1 2026.
First Trust Health Care AlphaDEX Fund was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust Health Care AlphaDEX Fund made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #252 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2025 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.