Westside Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Westside Investment 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	$20.3K	Sell	166 -50	-23%	-$5.73K	﹤0.01%	917
2026 Q1	$23.7K	Hold	216	–	–	﹤0.01%	836
2025 Q4	$24.6K	Hold	216	–	–	﹤0.01%	801
2025 Q3	$23.7K	Hold	216	–	–	﹤0.01%	816
2025 Q2	$22.4K	Hold	216	–	–	﹤0.01%	649
2025 Q1	$22.4K	Sell	216 -50	-19%	-$5.36K	﹤0.01%	543
2024 Q4	$27.7K	Hold	266	–	–	0.01%	505
2024 Q3	$29.8K	Sell	266 -52	-16%	-$5.7K	0.01%	493
2024 Q2	$33.2K	Hold	318	–	–	0.01%	450
2024 Q1	$34.9K	Hold	318	–	–	0.01%	431
2023 Q4	$32.9K	Hold	318	–	–	0.01%	423
2023 Q3	$30.9K	Hold	318	–	–	0.01%	421
2023 Q2	$34.4K	Hold	318	–	–	0.01%	409
2023 Q1	$34.2K	Hold	318	–	–	0.01%	409
2022 Q4	$34	Hold	318	–	–	﹤0.01%	454
2022 Q3	$30	Hold	318	–	–	﹤0.01%	459
2022 Q2	$32	Hold	318	–	–	﹤0.01%	455
2022 Q1	$36	Hold	318	–	–	﹤0.01%	451
2021 Q4	$39	Hold	318	–	–	﹤0.01%	424
2021 Q3	$37	Hold	318	–	–	﹤0.01%	417
2021 Q2	$37	Hold	318	–	–	﹤0.01%	405
2021 Q1	$34	Hold	318	–	–	﹤0.01%	403
2020 Q4	$34	Hold	318	–	–	﹤0.01%	376
2020 Q3	$30	Sell	318 -300	-49%	-$28.1K	﹤0.01%	382
2020 Q2	$55	Hold	618	–	–	﹤0.01%	318
2020 Q1	$45	Buy	+618	New	+$50.2K	﹤0.01%	333
2019 Q2	$47K	Buy	+618	New	+$45.9K	0.02%	304
2018 Q4	$42.6K	Hold	618	–	–	0.02%	309
2018 Q3	$52.3K	Hold	618	–	–	0.02%	256
2018 Q2	$46.1K	Hold	618	–	–	0.02%	303
2018 Q1	$41.7K	Hold	618	–	–	0.02%	299
2017 Q4	$44.3K	Hold	618	–	–	0.02%	296
2017 Q3	$41.7K	Hold	618	–	–	0.03%	285
2017 Q2	$41.2K	Buy	618 +300	+94%	+$19.3K	0.03%	278
2017 Q1	$19.7K	Buy	+318	New	+$19.4K	0.01%	357

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

Westside Investment Management's FXH Position: Q2 2026 in Review

Westside Investment Management reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 23% in Q2 2026, selling an estimated $5.73K and leaving 166 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Westside Investment Management first reported a position in FXH in Q1 2017 and has held it in 35 quarters since. The position peaked at $52.3K in Q3 2018. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Westside Investment Management held 166 shares of First Trust Health Care AlphaDEX Fund worth $20.3K as of Q2 2026.
Westside Investment Management sold 50 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $5.73K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #917 holding.
Westside Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2017 and has held it in 35 quarters since.
Westside Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $52.3K in Q3 2018.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.