Atria Investments’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $824K | Buy |
6,731
+1,285
| +24% | +$147K | 0.01% | 1221 |
|
|
2026
Q1 | $598K | Sell |
5,446
-2,407
| -31% | -$273K | 0.01% | 1348 |
|
|
2025
Q4 | $894K | Buy |
7,853
+3,773
| +92% | +$428K | 0.01% | 1131 |
|
|
2025
Q3 | $448K | Sell |
4,080
-150
| -4% | -$15.7K | 0.01% | 1482 |
|
|
2025
Q2 | $439K | Buy |
4,230
+592
| +16% | +$59.5K | 0.01% | 1492 |
|
|
2025
Q1 | $377K | Sell |
3,638
-47
| -1% | -$5.03K | ﹤0.01% | 1501 |
|
|
2024
Q4 | $384K | Sell |
3,685
-7,751
| -68% | -$842K | ﹤0.01% | 1455 |
|
|
2024
Q3 | $1.28M | Sell |
11,436
-2,755
| -19% | -$302K | 0.02% | 859 |
|
|
2024
Q2 | $1.48M | Buy |
14,191
+1,054
| +8% | +$111K | 0.02% | 757 |
|
|
2024
Q1 | $1.44M | Buy |
13,137
+976
| +8% | +$103K | 0.02% | 786 |
|
|
2023
Q4 | $1.26M | Buy |
12,161
+1,022
| +9% | +$98.5K | 0.02% | 797 |
|
|
2023
Q3 | $1.08M | Sell |
11,139
-1,495
| -12% | -$155K | 0.02% | 807 |
|
|
2023
Q2 | $1.37M | Buy |
12,634
+1,826
| +17% | +$196K | 0.02% | 705 |
|
|
2023
Q1 | $1.16M | Buy |
+10,808
| New | +$1.18M | 0.02% | 751 |
|
|
2020
Q2 | – | Sell |
-27,291
| Closed | -$2.02M | – | 629 |
|
|
2020
Q1 | $2.02M | Buy |
27,291
+6,960
| +34% | +$565K | 0.16% | 129 |
|
|
2019
Q4 | $1.71M | Sell |
20,331
-8,341
| -29% | -$661K | 0.05% | 360 |
|
|
2019
Q3 | $2.12M | Buy |
28,672
+714
| +3% | +$54.4K | 0.08% | 223 |
|
|
2019
Q2 | $2.11M | Sell |
27,958
-7,691
| -22% | -$572K | 0.08% | 217 |
|
|
2019
Q1 | $2.72M | Sell |
35,649
-276
| -0.8% | -$20.6K | 0.12% | 161 |
|
|
2018
Q4 | $2.47M | Buy |
+35,925
| New | +$2.72M | 0.11% | 151 |
|
|
2018
Q3 | – | Sell |
-2,791
| Closed | -$207K | – | 997 |
|
|
2018
Q2 | $207K | Sell |
2,791
-306
| -10% | -$22.1K | 0.01% | 903 |
|
|
2018
Q1 | $215K | Sell |
3,097
-2,720
| -47% | -$196K | 0.01% | 794 |
|
|
2017
Q4 | $406K | Buy |
+5,817
| New | +$397K | 0.02% | 543 |
|
|
2017
Q3 | – | Sell |
-7,019
| Closed | -$469K | – | 806 |
|
|
2017
Q2 | $469K | Sell |
7,019
-925
| -12% | -$59.4K | 0.03% | 445 |
|
|
2017
Q1 | $496K | Buy |
+7,944
| New | +$485K | 0.03% | 397 |
|
|
2016
Q4 | – | Sell |
-21,898
| Closed | -$1.33M | – | 647 |
|
|
2016
Q3 | $1.33M | Sell |
21,898
-2,444
| -10% | -$149K | 0.12% | 151 |
|
|
2016
Q2 | $1.45M | Buy |
24,342
+8,517
| +54% | +$494K | 0.16% | 110 |
|
|
2016
Q1 | $882K | Sell |
15,825
-1,115
| -7% | -$60.3K | 0.1% | 166 |
|
|
2015
Q4 | $964K | Buy |
+16,940
| New | +$1.01M | 0.11% | 146 |
|
|
2015
Q3 | – | Sell |
-10,641
| Closed | -$733K | – | 368 |
|
|
2015
Q2 | $733K | Buy |
+10,641
| New | +$720K | 0.09% | 179 |
|
Other funds holding FXH
PWP
PFA
Atria Investments's FXH Position: Q2 2026 in Review
Atria Investments increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 24% in Q2 2026, buying an estimated $147K and bringing the position to 6,731 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #1221.
Atria Investments first reported a position in FXH in Q2 2015 and has held it in 30 quarters since. The position peaked at $2.72M in Q1 2019. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.
- Atria Investments held 6,731 shares of First Trust Health Care AlphaDEX Fund worth $824K as of Q2 2026.
- Atria Investments bought 1,285 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $147K.
- First Trust Health Care AlphaDEX Fund made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1221 holding.
- Atria Investments first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and has held it in 30 quarters since.
- Atria Investments's First Trust Health Care AlphaDEX Fund position peaked at $2.72M in Q1 2019.
- 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.