Apollon Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Apollon Financial’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	$998K	Sell	9,093 -200	-2%	-$22.7K	0.14%	126
2025 Q4	$1.06M	Sell	9,293 -260	-3%	-$29.5K	0.15%	113
2025 Q3	$1.05M	Sell	9,553 -1,342	-12%	-$141K	0.17%	104
2025 Q2	$1.13M	Sell	10,895 -245	-2%	-$24.6K	0.24%	93
2025 Q1	$1.15M	Sell	11,140 -1,035	-9%	-$111K	0.27%	85
2024 Q4	$1.27M	Sell	12,175 -895	-7%	-$97.2K	0.31%	72
2024 Q3	$1.46M	Sell	13,070 -630	-5%	-$69K	0.43%	52
2024 Q2	$1.43M	Sell	13,700 -505	-4%	-$53K	0.46%	46
2024 Q1	$1.56M	Sell	14,205 -250	-2%	-$26.4K	0.54%	40
2023 Q4	$1.5M	Buy	+14,455	New	+$1.39M	0.59%	38

Other funds holding FXH

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Perryman Financial Advisory Dallas, Texas $667M AUM