WESPAC Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

WESPAC Advisors’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 Q3	$207K	Buy	+1,581	New	+$204K	0.1%	192
2019 Q3	–	Sell	-38,276	Closed	-$2.96M	–	105
2019 Q2	$2.96M	Buy	38,276 +35,036	+1,081%	+$2.6M	2.21%	9
2019 Q1	$248K	Sell	3,240 -18,826	-85%	-$1.4M	0.17%	105
2018 Q4	$1.52M	Buy	22,066 +3,194	+17%	+$242K	1.47%	27
2018 Q3	$1.6M	Buy	+18,872	New	+$1.51M	0.93%	39
2015 Q3	–	Sell	-57,028	Closed	-$3.93M	–	80
2015 Q2	$3.93M	Buy	57,028 +3,006	+6%	+$203K	2.95%	1
2015 Q1	$3.62M	Buy	54,022 +814	+2%	+$51.9K	2.74%	1
2014 Q4	$3.21M	Buy	53,208 +36,384	+216%	+$2.12M	2.25%	5
2014 Q3	$939K	Buy	16,824 +953	+6%	+$52.2K	0.75%	54
2014 Q2	$845K	Sell	15,871 -3,426	-18%	-$174K	0.96%	38
2014 Q1	$983K	Buy	19,297 +5,285	+38%	+$269K	0.85%	38
2013 Q4	$674K	Buy	14,012 +4,462	+47%	+$204K	0.56%	81
2013 Q3	$414K	Buy	+9,550	New	+$403K	0.48%	76

Other funds holding FXH

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

WESPAC Advisors's FXH Position: Q3 2026 in Review

WESPAC Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q3 2026: 1,581 shares worth $207K. The stake represents 0.1% of the portfolio and ranks #192 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in FXH as recently as Q2 2019.

WESPAC Advisors first reported a position in FXH in Q3 2013 and has held it in 13 quarters since. The position peaked at $3.93M in Q2 2015. 94 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

WESPAC Advisors held 1,581 shares of First Trust Health Care AlphaDEX Fund worth $207K as of Q3 2026.
First Trust Health Care AlphaDEX Fund was a new WESPAC Advisors position in Q3 2026.
First Trust Health Care AlphaDEX Fund made up 0.1% of WESPAC Advisors's portfolio in Q3 2026, its #192 holding.
WESPAC Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2013 and has held it in 13 quarters since.
WESPAC Advisors's First Trust Health Care AlphaDEX Fund position peaked at $3.93M in Q2 2015.
94 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.