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

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

Wealth Enhancement Advisory Services's FXH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.1% in Q2 2026, selling an estimated $9.63K and leaving 2,646 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

Wealth Enhancement Advisory Services first reported a position in FXH in Q1 2024 and has held it in 10 quarters since. The position peaked at $399K in Q4 2025. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Wealth Enhancement Advisory Services held 2,646 shares of First Trust Health Care AlphaDEX Fund worth $328K as of Q2 2026.
Wealth Enhancement Advisory Services sold 84 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $9.63K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3113 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $399K in Q4 2025.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.