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

World 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	$499K	Buy	4,515 +134	+3%	+$15.4K	0.01%	966
2026 Q1	$481K	Buy	+4,381	New	+$497K	0.01%	1006
2025 Q1	–	Sell	-7,914	Closed	-$824K	–	1076
2024 Q4	$824K	Sell	7,914 -3,163	-29%	-$343K	0.02%	527
2024 Q3	$1.24M	Buy	+11,077	New	+$1.21M	0.04%	386

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

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

World Investment Advisors increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 4,515 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #966.

World Investment Advisors first reported a position in FXH in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.24M in Q3 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

World Investment Advisors held 4,515 shares of First Trust Health Care AlphaDEX Fund worth $499K as of Q2 2026.
World Investment Advisors bought 134 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $15.4K.
First Trust Health Care AlphaDEX Fund made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #966 holding.
World Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and has held it in 4 quarters since.
World Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.24M in Q3 2024.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.