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AWS
Atria Wealth Solutions’s
First Trust Health Care AlphaDEX Fund
FXH
Stock Holding History
Atria Wealth Solutions’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
Q2
$1.23M
Sell
11,929
-246
-2%
-$24.7K
0.03%
569
2025
Q1
$1.26M
Sell
12,175
-267
-2%
-$28.6K
0.02%
797
2024
Q4
$1.3M
Sell
12,442
-13,094
-51%
-$1.42M
0.01%
819
2024
Q3
$2.86M
Sell
25,536
-4,774
-16%
-$523K
0.03%
510
2024
Q2
$3.17M
Buy
30,310
+387
+1%
+$40.6K
0.04%
472
2024
Q1
$3.28M
Sell
29,923
-324
-1%
-$34.2K
0.04%
466
2023
Q4
$3.13M
Sell
30,247
-1,354
-4%
-$130K
0.04%
456
2023
Q3
$3.07M
Sell
31,601
-223
-0.7%
-$23.1K
0.04%
426
2023
Q2
$3.45M
Buy
31,824
+1,921
+6%
+$206K
0.05%
389
2023
Q1
$3.22M
Sell
29,903
-1,745
-6%
-$190K
0.05%
391
2022
Q4
$3.44M
Buy
31,648
+303
+1%
+$31.8K
0.06%
344
2022
Q3
$3.05M
Sell
31,345
-5,238
-14%
-$551K
0.05%
340
2022
Q2
$3.77M
Buy
36,583
+6,961
+23%
+$750K
0.08%
289
2022
Q1
$3.4M
Buy
+29,622
New
+$3.32M
0.06%
337
Other funds holding FXH
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
RW
Rockport Wealth
Fairview Park, Ohio
$549M AUM
22.95%
1-Year Est. Return
VAS
Vestmark Advisory Solutions
Wakefield, Massachusetts
$9.02B AUM
20.58%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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