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

AE 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
Q1 		$544K Sell
4,958
-191
-4% -$21.7K ﹤0.01% 1070
2025
Q4 		$586K Buy
5,149
+4,618
+870% +$523K ﹤0.01% 983
2025
Q3 		$58.3K Sell
531
-56
-10% -$5.87K ﹤0.01% 1687
2025
Q2 		$60.9K Sell
587
-217
-27% -$21.8K ﹤0.01% 1577
2025
Q1 		$83.3K Sell
804
-405
-33% -$43.4K ﹤0.01% 1491
2024
Q4 		$126K Sell
1,209
-13,858
-92% -$1.5M ﹤0.01% 1381
2024
Q3 		$1.69M Sell
15,067
-4,256
-22% -$466K 0.02% 579
2024
Q2 		$2.02M Buy
19,323
+2,385
+14% +$251K 0.02% 519
2024
Q1 		$1.86M Sell
16,938
-7,632
-31% -$807K 0.02% 507
2023
Q4 		$2.53M Buy
24,570
+436
+2% +$42K 0.01% 824
2023
Q3 		$2.34M Buy
24,134
+1,700
+8% +$176K 0.01% 797
2023
Q2 		$2.43M Buy
22,434
+419
+2% +$44.9K 0.01% 785
2023
Q1 		$2.37M Sell
22,015
-25,468
-54% -$2.77M 0.02% 741
2022
Q4 		$5.16M Buy
47,483
+26,116
+122% +$2.74M 0.04% 474
2022
Q3 		$2.08M Buy
21,367
+8,023
+60% +$845K 0.02% 690
2022
Q2 		$1.38M Buy
13,344
+5,146
+63% +$554K 0.01% 789
2022
Q1 		$940K Buy
8,198
+4,710
+135% +$528K 0.01% 941
2021
Q4 		$433K Buy
3,488
+1,044
+43% +$125K ﹤0.01% 1303
2021
Q3 		$291K Sell
2,444
-1,251
-34% -$153K ﹤0.01% 1370
2021
Q2 		$433K Sell
3,695
-91
-2% -$10.4K ﹤0.01% 1193
2021
Q1 		$411K Sell
3,786
-901
-19% -$98.6K ﹤0.01% 1112
2020
Q4 		$505K Sell
4,687
-321
-6% -$32.7K 0.01% 957
2020
Q3 		$474K Sell
5,008
-948
-16% -$88.8K 0.01% 896
2020
Q2 		$537K Sell
5,956
-5,557
-48% -$476K 0.01% 849
2020
Q1 		$852K Sell
11,513
-2,360
-17% -$192K 0.02% 530
2019
Q4 		$1.17M Buy
13,873
+7,725
+126% +$612K 0.03% 499
2019
Q3 		$455K Buy
6,148
+1,101
+22% +$83.9K 0.01% 645
2019
Q2 		$391K Buy
+5,047
New +$375K 0.01% 657
2018
Q4 		– Sell
-2,925
Closed -$248K – 523
2018
Q3 		$248K Buy
+2,925
New +$234K 0.01% 499

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM

AE Wealth Management's FXH Position: Q1 2026 in Review

AE Wealth Management reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.7% in Q1 2026, selling an estimated $21.7K and leaving 4,958 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

AE Wealth Management first reported a position in FXH in Q3 2018 and has held it in 29 quarters since. The position peaked at $5.16M in Q4 2022. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • AE Wealth Management held 4,958 shares of First Trust Health Care AlphaDEX Fund worth $544K as of Q1 2026.
  • AE Wealth Management sold 191 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $21.7K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1070 holding.
  • AE Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2018 and has held it in 29 quarters since.
  • AE Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $5.16M in Q4 2022.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.