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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 0.07% 289
2022
Q1 		$3.4M Buy
+29,622
New +$3.32M 0.06% 337

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's FXH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 2% in Q2 2025, selling an estimated $24.7K and leaving 11,929 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #569.

Atria Wealth Solutions first reported a position in FXH in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.77M in Q2 2022. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Atria Wealth Solutions held 11,929 shares of First Trust Health Care AlphaDEX Fund worth $1.23M as of Q2 2025.
  • Atria Wealth Solutions sold 246 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $24.7K.
  • First Trust Health Care AlphaDEX Fund made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #569 holding.
  • Atria Wealth Solutions first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's First Trust Health Care AlphaDEX Fund position peaked at $3.77M in Q2 2022.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.