WealthShield Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

WealthShield Partners’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	$3.18K	Hold	29	–	–	﹤0.01%	571
2025 Q4	$3.3K	Hold	29	–	–	﹤0.01%	539
2025 Q3	$3.18K	Hold	29	–	–	﹤0.01%	538
2025 Q2	$3.01K	Hold	29	–	–	﹤0.01%	528
2025 Q1	$3K	Buy	+29	New	+$3.11K	﹤0.01%	516
2021 Q3	–	Sell	-200	Closed	-$23K	–	425
2021 Q2	$23K	Buy	+200	New	+$22.8K	﹤0.01%	631
2018 Q4	–	Sell	-3,280	Closed	-$278K	–	257
2018 Q3	$278K	Buy	+3,280	New	+$262K	0.16%	99

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 $667M AUM

WealthShield Partners's FXH Position: Q1 2026 in Review

WealthShield Partners held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q1 2026 at 29 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

WealthShield Partners first reported a position in FXH in Q3 2018 and has held it in 7 quarters since. The position peaked at $278K in Q3 2018. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

WealthShield Partners held 29 shares of First Trust Health Care AlphaDEX Fund worth $3.18K as of Q1 2026.
WealthShield Partners left its First Trust Health Care AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #571 holding.
WealthShield Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and has held it in 7 quarters since.
WealthShield Partners's First Trust Health Care AlphaDEX Fund position peaked at $278K in Q3 2018.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.