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Wedbush Securities’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wedbush Securities’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 		$294K Buy
2,401
+1
+0% +$115 0.01% 966
2026
Q1 		$263K Sell
2,400
-38
-2% -$4.31K 0.01% 971
2025
Q4 		$278K Buy
2,438
+561
+30% +$63.6K 0.01% 923
2025
Q3 		$206K Buy
+1,877
New +$197K 0.01% 1061
2025
Q2 		– Sell
-1,942
Closed -$201K – 1169
2025
Q1 		$201K Sell
1,942
-99
-5% -$10.6K 0.01% 1008
2024
Q4 		$213K Hold
2,041
– – 0.01% 998
2024
Q3 		$228K Buy
2,041
+56
+3% +$6.13K 0.01% 935
2024
Q2 		$207K Sell
1,985
-381
-16% -$40K 0.01% 1061
2024
Q1 		$259K Buy
2,366
+75
+3% +$7.93K 0.01% 947
2023
Q4 		$237K Sell
2,291
-299
-12% -$28.8K 0.01% 879
2023
Q3 		$252K Sell
2,590
-217
-8% -$22.5K 0.01% 807
2023
Q2 		$304K Sell
2,807
-105
-4% -$11.2K 0.01% 749
2023
Q1 		$313K Buy
2,912
+430
+17% +$46.8K 0.02% 738
2022
Q4 		$270K Sell
2,482
-87
-3% -$9.12K 0.01% 785
2022
Q3 		$250K Buy
2,569
+135
+6% +$14.2K 0.01% 800
2022
Q2 		$251K Hold
2,434
– – 0.01% 820
2022
Q1 		$279K Sell
2,434
-165
-6% -$18.5K 0.01% 823
2021
Q4 		$323K Buy
2,599
+586
+29% +$70.1K 0.01% 843
2021
Q3 		$240K Buy
2,013
+263
+15% +$32.2K 0.01% 972
2021
Q2 		$205K Buy
+1,750
New +$200K 0.01% 1046
2020
Q3 		– Sell
-2,305
Closed -$208K – 964
2020
Q2 		$208K Buy
+2,305
New +$198K 0.02% 765
2018
Q4 		– Sell
-2,514
Closed -$213K – 872
2018
Q3 		$213K Buy
+2,514
New +$201K 0.02% 742
2017
Q3 		– Sell
-3,180
Closed -$213K – 852
2017
Q2 		$213K Sell
3,180
-345
-10% -$22.2K 0.03% 684
2017
Q1 		$220K Sell
3,525
-669
-16% -$40.8K 0.03% 647
2016
Q4 		$240K Sell
4,194
-1,921
-31% -$111K 0.04% 594
2016
Q3 		$372K Sell
6,115
-222
-4% -$13.5K 0.06% 430
2016
Q2 		$374K Buy
6,337
+25
+0.4% +$1.45K 0.06% 373
2016
Q1 		$352K Sell
6,312
-3,500
-36% -$189K 0.06% 364
2015
Q4 		$593K Buy
9,812
+2,168
+28% +$129K 0.11% 207
2015
Q3 		$445K Sell
7,644
-870
-10% -$57.7K 0.09% 260
2015
Q2 		$586K Buy
8,514
+1,479
+21% +$100K 0.11% 227
2015
Q1 		$471K Buy
7,035
+1,269
+22% +$80.9K 0.08% 289
2014
Q4 		$348K Buy
5,766
+275
+5% +$16K 0.05% 354
2014
Q3 		$306K Buy
5,491
+100
+2% +$5.48K 0.05% 390
2014
Q2 		$287K Buy
5,391
+545
+11% +$27.7K 0.05% 409
2014
Q1 		$247K Buy
+4,846
New +$247K 0.04% 431

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
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

Wedbush Securities's FXH Position: Q2 2026 in Review

Wedbush Securities increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.04% in Q2 2026, buying an estimated $115 and bringing the position to 2,401 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #966.

Wedbush Securities first reported a position in FXH in Q1 2014 and has held it in 36 quarters since. The position peaked at $593K in Q4 2015. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Wedbush Securities held 2,401 shares of First Trust Health Care AlphaDEX Fund worth $294K as of Q2 2026.
  • Wedbush Securities bought 1 First Trust Health Care AlphaDEX Fund share in Q2 2026, an estimated $115.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #966 holding.
  • Wedbush Securities first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2014 and has held it in 36 quarters since.
  • Wedbush Securities's First Trust Health Care AlphaDEX Fund position peaked at $593K in Q4 2015.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.