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

Ausdal Financial Partners’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 		– Sell
-2,293
Closed -$238K – 706
2025
Q1 		$238K Sell
2,293
-40
-2% -$4.28K 0.02% 565
2024
Q4 		$243K Sell
2,333
-131
-5% -$14.2K 0.02% 506
2024
Q3 		$276K Sell
2,464
-567
-19% -$62.1K 0.03% 424
2024
Q2 		$317K Sell
3,031
-1,858
-38% -$195K 0.03% 374
2024
Q1 		$536K Sell
4,889
-17
-0.3% -$1.8K 0.06% 256
2023
Q4 		$508K Sell
4,906
-1,671
-25% -$161K 0.06% 249
2023
Q3 		$639K Sell
6,577
-44
-0.7% -$4.57K 0.09% 206
2023
Q2 		$717K Buy
6,621
+117
+2% +$12.5K 0.1% 198
2023
Q1 		$699K Buy
6,504
+34
+0.5% +$3.7K 0.1% 202
2022
Q4 		$703K Sell
6,470
-442
-6% -$46.3K 0.1% 197
2022
Q3 		$672K Sell
6,912
-16
-0.2% -$1.68K 0.11% 200
2022
Q2 		$714K Buy
6,928
+295
+4% +$31.8K 0.11% 216
2022
Q1 		$761K Buy
6,633
+5
+0.1% +$560 0.1% 207
2021
Q4 		$823K Buy
6,628
+139
+2% +$16.6K 0.11% 207
2021
Q3 		$772K Buy
6,489
+586
+10% +$71.7K 0.11% 211
2021
Q2 		$691K Sell
5,903
-485
-8% -$55.3K 0.1% 216
2021
Q1 		$694K Sell
6,388
-87
-1% -$9.52K 0.12% 200
2020
Q4 		$698K Buy
6,475
+1,226
+23% +$125K 0.14% 176
2020
Q3 		$497K Buy
+5,249
New +$492K 0.12% 186
2016
Q1 		– Sell
-3,848
Closed -$233K – 523
2015
Q4 		$233K Buy
+3,848
New +$230K 0.12% 193

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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ausdal Financial Partners's FXH Position: Q2 2025 in Review

Ausdal Financial Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 2,293 shares — an estimated $238K sold.

Ausdal Financial Partners first reported a position in FXH in Q4 2015 and held it in 20 quarters. The position peaked at $823K in Q4 2021. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Ausdal Financial Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 2,293 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $238K.
  • Ausdal Financial Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2015 and held it in 20 quarters.
  • Ausdal Financial Partners's First Trust Health Care AlphaDEX Fund position peaked at $823K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Ausdal Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.