Avantax Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Avantax Advisory Services’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	$1.75M	Sell	16,892 -3,460	-17%	-$348K	0.01%	870
2025 Q1	$2.11M	Sell	20,352 -1,976	-9%	-$212K	0.01%	713
2024 Q4	$2.33M	Sell	22,328 -8,048	-26%	-$874K	0.01%	648
2024 Q3	$3.4M	Sell	30,376 -10,666	-26%	-$1.17M	0.02%	506
2024 Q2	$4.29M	Sell	41,042 -570	-1%	-$59.9K	0.03%	419
2024 Q1	$4.56M	Buy	41,612 +532	+1%	+$56.2K	0.04%	324
2023 Q4	$4.25M	Sell	41,080 -6,204	-13%	-$598K	0.04%	307
2023 Q3	$4.59M	Sell	47,284 -800	-2%	-$83K	0.05%	275
2023 Q2	$5.21M	Buy	48,084 +1,868	+4%	+$200K	0.06%	243
2023 Q1	$4.97M	Buy	46,216 +99	+0.2%	+$10.8K	0.06%	247
2022 Q4	$5.01M	Buy	46,117 +5,696	+14%	+$597K	0.07%	227
2022 Q3	$3.93M	Buy	40,421 +13,790	+52%	+$1.45M	0.06%	242
2022 Q2	$2.75M	Buy	26,631 +12,115	+83%	+$1.3M	0.04%	311
2022 Q1	$1.67M	Sell	14,516 -131	-0.9%	-$14.7K	0.02%	418
2021 Q4	$1.82M	Sell	14,647 -62	-0.4%	-$7.42K	0.03%	386
2021 Q3	$1.76M	Buy	14,709 +296	+2%	+$36.2K	0.03%	365
2021 Q2	$1.7M	Sell	14,413 -33	-0.2%	-$3.77K	0.03%	368
2021 Q1	$1.57M	Buy	14,446 +73	+0.5%	+$7.99K	0.03%	339
2020 Q4	$1.55M	Sell	14,373 -1,171	-8%	-$119K	0.04%	312
2020 Q3	$1.47M	Buy	15,544 +713	+5%	+$66.8K	0.02%	424
2020 Q2	$1.35M	Sell	14,831 -10,116	-41%	-$867K	0.04%	292
2020 Q1	$1.85M	Buy	24,947 +28	+0.1%	+$2.27K	0.06%	204
2019 Q4	$2.09M	Buy	24,919 +16,550	+198%	+$1.31M	0.05%	202
2019 Q3	$621K	Buy	+8,369	New	+$638K	0.03%	286

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $666B AUM 30.12% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's FXH Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 17% in Q2 2025, selling an estimated $348K and leaving 16,892 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #870.

Avantax Advisory Services first reported a position in FXH in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.21M in Q2 2023. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

Avantax Advisory Services held 16,892 shares of First Trust Health Care AlphaDEX Fund worth $1.75M as of Q2 2025.
Avantax Advisory Services sold 3,460 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $348K.
First Trust Health Care AlphaDEX Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #870 holding.
Avantax Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2019 and has held it in 24 quarters since.
Avantax Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $5.21M in Q2 2023.
223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.