Avior Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-124	Closed	-$12.9K	–	1340
2024 Q4	$12.9K	Hold	124	–	–	﹤0.01%	1540
2024 Q3	$13.9K	Hold	124	–	–	﹤0.01%	1452
2024 Q2	$13K	Hold	124	–	–	﹤0.01%	1445
2024 Q1	$13.6K	Sell	124 -91	-42%	-$9.62K	﹤0.01%	1757
2023 Q4	$22.3K	Sell	215 -3,333	-94%	-$321K	﹤0.01%	868
2023 Q3	$345K	Sell	3,548 -2	-0.1%	-$208	0.02%	414
2023 Q2	$385K	Sell	3,550 -1,073	-23%	-$115K	0.03%	405
2023 Q1	$497K	Buy	4,623 +4,449	+2,557%	+$484K	0.03%	347
2022 Q4	$18.9K	Hold	174	–	–	﹤0.01%	760
2022 Q3	$16K	Buy	+174	New	+$18.3K	﹤0.01%	772
2022 Q2	–	Sell	-154	Closed	-$17K	–	1128
2022 Q1	$17K	Hold	154	–	–	﹤0.01%	740
2021 Q4	$19K	Buy	+154	New	+$18.4K	﹤0.01%	716

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avior Wealth Management's FXH Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 124 shares — an estimated $12.9K sold.

Avior Wealth Management first reported a position in FXH in Q4 2021 and held it in 12 quarters. The position peaked at $497K in Q1 2023. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

Avior Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 124 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $12.9K.
Avior Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 12 quarters.
Avior Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $497K in Q1 2023.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.