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 Q2	–	Sell	-29	Closed	-$3.18K	–	476
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 $1.89T 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

WealthShield Partners's FXH Position: Q2 2026 in Review

WealthShield Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 29 shares — an estimated $3.18K sold.

WealthShield Partners first reported a position in FXH in Q3 2018 and held it in 7 quarters. The position peaked at $278K in Q3 2018. 253 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

WealthShield Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 29 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $3.18K.
WealthShield Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and held it in 7 quarters.
WealthShield Partners's First Trust Health Care AlphaDEX Fund position peaked at $278K in Q3 2018.
253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.