Western Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Western Wealth Management’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	$604K	Buy	4,934 +331	+7%	+$37.9K	0.02%	625
2026 Q1	$505K	Buy	4,603 +11	+0.2%	+$1.25K	0.02%	641
2025 Q4	$523K	Sell	4,592 -27	-0.6%	-$3.06K	0.02%	507
2025 Q3	$507K	Sell	4,619 -330	-7%	-$34.6K	0.03%	442
2025 Q2	$513K	Buy	4,949 +1	+0%	+$100	0.03%	403
2025 Q1	$513K	Sell	4,948 -355	-7%	-$38K	0.03%	385
2024 Q4	$552K	Sell	5,303 -194	-4%	-$21.1K	0.03%	426
2024 Q3	$615K	Sell	5,497 -337	-6%	-$36.9K	0.04%	408
2024 Q2	$610K	Sell	5,834 -71	-1%	-$7.46K	0.05%	318
2024 Q1	$647K	Sell	5,905 -49	-0.8%	-$5.18K	0.05%	310
2023 Q4	$617K	Sell	5,954 -306	-5%	-$29.5K	0.04%	363
2023 Q3	$608K	Sell	6,260 -14	-0.2%	-$1.45K	0.05%	340
2023 Q2	$680K	Sell	6,274 -153	-2%	-$16.4K	0.06%	311
2023 Q1	$691K	Buy	6,427 +104	+2%	+$11.3K	0.06%	298
2022 Q4	$688K	Sell	6,323 -6,327	-50%	-$663K	0.07%	290
2022 Q3	$1.23M	Buy	12,650 +32	+0.3%	+$3.37K	0.07%	265
2022 Q2	$1.3M	Sell	12,618 -159	-1%	-$17.1K	0.07%	254
2022 Q1	$1.46M	Buy	12,777 +6,275	+97%	+$703K	0.07%	259
2021 Q4	$806K	Buy	+6,502	New	+$778K	0.08%	236
2021 Q2	$793K	Buy	6,759 +71	+1%	+$8.1K	0.08%	250
2021 Q1	$726K	Sell	6,688 -243	-4%	-$26.6K	0.1%	210
2020 Q4	$747K	Sell	6,931 -85	-1%	-$8.65K	0.11%	197
2020 Q3	$665K	Sell	7,016 -39	-0.6%	-$3.65K	0.11%	193
2020 Q2	$636K	Sell	7,055 -683	-9%	-$58.6K	0.12%	186
2020 Q1	$573K	Sell	7,738 -679	-8%	-$55.2K	0.13%	170
2019 Q4	$709K	Sell	8,417 -856	-9%	-$67.8K	0.11%	186
2019 Q3	$688K	Sell	9,273 -115	-1%	-$8.77K	0.14%	168
2019 Q2	$725K	Sell	9,388 -250	-3%	-$18.6K	0.1%	169
2019 Q1	$737K	Sell	9,638 -865	-8%	-$64.5K	0.16%	146
2018 Q4	$722K	Buy	+10,503	New	+$796K	0.19%	134

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

Western Wealth Management's FXH Position: Q2 2026 in Review

Western Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 7.2% in Q2 2026, buying an estimated $37.9K and bringing the position to 4,934 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #625.

Western Wealth Management first reported a position in FXH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.46M in Q1 2022. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Western Wealth Management held 4,934 shares of First Trust Health Care AlphaDEX Fund worth $604K as of Q2 2026.
Western Wealth Management bought 331 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $37.9K.
First Trust Health Care AlphaDEX Fund made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #625 holding.
Western Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $1.46M in Q1 2022.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.