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

Wetzel Investment 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 Q2	$335K	Hold	2,740	–	–	0.12%	93
2026 Q1	$301K	Hold	2,740	–	–	0.12%	102
2025 Q4	$312K	Hold	2,740	–	–	0.13%	99
2025 Q3	$300K	Hold	2,740	–	–	0.13%	97
2025 Q2	$284K	Hold	2,740	–	–	0.13%	98
2025 Q1	$284K	Hold	2,740	–	–	0.14%	100
2024 Q4	$285K	Hold	2,740	–	–	0.14%	100
2024 Q3	$307K	Hold	2,740	–	–	0.15%	93
2024 Q2	$300K	Hold	2,740	–	–	0.17%	90
2024 Q1	$278K	Hold	2,740	–	–	0.16%	91
2023 Q4	$284K	Buy	+2,740	New	+$264K	0.17%	86

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 22.9% 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

Wetzel Investment Advisors's FXH Position: Q2 2026 in Review

Wetzel Investment Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 2,740 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #93.

Wetzel Investment Advisors first reported a position in FXH in Q4 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Wetzel Investment Advisors held 2,740 shares of First Trust Health Care AlphaDEX Fund worth $335K as of Q2 2026.
Wetzel Investment Advisors left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up 0.12% of Wetzel Investment Advisors's portfolio in Q2 2026, its #93 holding.
Wetzel Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.