Wilmington Savings Fund Society’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wilmington Savings Fund Society’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	$110K	Hold	900	–	–	﹤0.01%	724
2026 Q1	$98.8K	Sell	900 -225	-20%	-$25.5K	﹤0.01%	736
2025 Q4	$128K	Sell	1,125 -440	-28%	-$49.9K	﹤0.01%	690
2025 Q3	$172K	Buy	1,565 +440	+39%	+$46.1K	﹤0.01%	621
2025 Q2	$117K	Hold	1,125	–	–	﹤0.01%	970
2025 Q1	$117K	Hold	1,125	–	–	﹤0.01%	951
2024 Q4	$117K	Hold	1,125	–	–	﹤0.01%	996
2024 Q3	$126K	Buy	+1,125	New	+$123K	﹤0.01%	953

Other funds holding FXH

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Wilmington Savings Fund Society's FXH Position: Q2 2026 in Review

Wilmington Savings Fund Society held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 900 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Wilmington Savings Fund Society first reported a position in FXH in Q3 2024 and has held it in 8 quarters since. The position peaked at $172K in Q3 2025. 100 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Wilmington Savings Fund Society held 900 shares of First Trust Health Care AlphaDEX Fund worth $110K as of Q2 2026.
Wilmington Savings Fund Society left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #724 holding.
Wilmington Savings Fund Society first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's First Trust Health Care AlphaDEX Fund position peaked at $172K in Q3 2025.
100 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.