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

Apollon 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
2025
Q1 		– Sell
-3,117
Closed -$325K – 1235
2024
Q4 		$325K Sell
3,117
-1,000
-24% -$109K 0.01% 910
2024
Q3 		$461K Sell
4,117
-1,143
-22% -$125K 0.01% 751
2024
Q2 		$550K Buy
5,260
+149
+3% +$15.7K 0.02% 641
2024
Q1 		$560K Buy
5,111
+2,921
+133% +$309K 0.02% 654
2023
Q4 		$227K Sell
2,190
-468
-18% -$45.1K 0.01% 952
2023
Q3 		$258K Sell
2,658
-28,891
-92% -$3M 0.01% 750
2023
Q2 		$3.42M Buy
31,549
+29,419
+1,381% +$3.15M 0.16% 128
2023
Q1 		$229K Sell
2,130
-6,011
-74% -$654K 0.01% 760
2022
Q4 		$885K Buy
8,141
+314
+4% +$32.9K 0.06% 339
2022
Q3 		$761K Buy
7,827
+5,714
+270% +$602K 0.06% 333
2022
Q2 		$218K Buy
+2,113
New +$228K 0.02% 655
2022
Q1 		– Sell
-1,889
Closed -$235K – 785
2021
Q4 		$235K Buy
+1,889
New +$226K 0.02% 653

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Apollon Wealth Management's FXH Position: Q1 2025 in Review

Apollon Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 3,117 shares — an estimated $325K sold.

Apollon Wealth Management first reported a position in FXH in Q4 2021 and held it in 12 quarters. The position peaked at $3.42M in Q2 2023. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

  • Apollon Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 3,117 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $325K.
  • Apollon Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 12 quarters.
  • Apollon Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $3.42M in Q2 2023.
  • 247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.