Wealth Enhancement Advisory Services
FXH icon

Wealth Enhancement Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wealth Enhancement Advisory Services’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 		$328K Sell
2,646
-84
-3% -$9.63K ﹤0.01% 3113
2026
Q1 		$301K Sell
2,730
-626
-19% -$71K ﹤0.01% 2776
2025
Q4 		$399K Buy
3,356
+650
+24% +$73.7K ﹤0.01% 2660
2025
Q3 		$306K Sell
2,706
-58
-2% -$6.08K ﹤0.01% 2777
2025
Q2 		$285K Sell
2,764
-251
-8% -$25.2K ﹤0.01% 2682
2025
Q1 		$312K Buy
3,015
+439
+17% +$47K ﹤0.01% 2418
2024
Q4 		$268K Buy
2,576
+576
+29% +$62.5K ﹤0.01% 2466
2024
Q3 		$224K Hold
2,000
– – ﹤0.01% 2381
2024
Q2 		$209K Buy
2,000
+171
+9% +$18K ﹤0.01% 2267
2024
Q1 		$200K Buy
+1,829
New +$193K ﹤0.01% 2201

Other funds holding FXH

PFS
Paller Financial Services Centennial, Colorado $134M AUM
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return