Baird Financial Group
FXH icon

Baird Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Baird Financial Group’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
2026
Q2 		$3.82M Sell
31,210
-918
-3% -$105K 0.01% 873
2026
Q1 		$3.53M Sell
32,128
-1,300
-4% -$147K 0.01% 851
2025
Q4 		$3.8M Sell
33,428
-349
-1% -$39.6K 0.01% 818
2025
Q3 		$3.7M Sell
33,777
-1,497
-4% -$157K 0.01% 842
2025
Q2 		$3.66M Sell
35,274
-1,134
-3% -$114K 0.01% 821
2025
Q1 		$3.77M Buy
36,408
+1,242
+4% +$133K 0.01% 772
2024
Q4 		$3.66M Sell
35,166
-2,956
-8% -$321K 0.01% 781
2024
Q3 		$4.26M Sell
38,122
-1,766
-4% -$193K 0.01% 724
2024
Q2 		$4.17M Sell
39,888
-1,507
-4% -$158K 0.01% 718
2024
Q1 		$4.54M Buy
41,395
+1,626
+4% +$172K 0.01% 690
2023
Q4 		$4.12M Sell
39,769
-3,167
-7% -$305K 0.01% 707
2023
Q3 		$4.17M Sell
42,936
-98
-0.2% -$10.2K 0.01% 670
2023
Q2 		$4.66M Sell
43,034
-5,093
-11% -$545K 0.01% 638
2023
Q1 		$5.18M Sell
48,127
-7,195
-13% -$783K 0.01% 579
2022
Q4 		$6.01M Sell
55,322
-1,113
-2% -$117K 0.02% 536
2022
Q3 		$5.49M Buy
56,435
+9,094
+19% +$957K 0.02% 542
2022
Q2 		$4.88M Buy
47,341
+913
+2% +$98.3K 0.01% 585
2022
Q1 		$5.32M Buy
46,428
+2,348
+5% +$263K 0.01% 600
2021
Q4 		$5.47M Buy
44,080
+172
+0.4% +$20.6K 0.01% 596
2021
Q3 		$5.23M Buy
43,908
+3,909
+10% +$478K 0.01% 584
2021
Q2 		$4.68M Sell
39,999
-3,075
-7% -$351K 0.01% 613
2021
Q1 		$4.68M Sell
43,074
-32,540
-43% -$3.56M 0.01% 597
2020
Q4 		$8.15M Sell
75,614
-27,652
-27% -$2.81M 0.02% 422
2020
Q3 		$9.78M Sell
103,266
-20,565
-17% -$1.93M 0.03% 366
2020
Q2 		$11.2M Buy
123,831
+9,954
+9% +$853K 0.04% 329
2020
Q1 		$8.42M Buy
113,877
+49,636
+77% +$4.03M 0.04% 347
2019
Q4 		$5.41M Sell
64,241
-12,143
-16% -$962K 0.02% 509
2019
Q3 		$5.65M Buy
76,384
+1,442
+2% +$110K 0.02% 474
2019
Q2 		$5.8M Sell
74,942
-49,562
-40% -$3.68M 0.02% 472
2019
Q1 		$9.51M Sell
124,504
-1,085
-0.9% -$80.9K 0.06% 321
2018
Q4 		$8.65M Buy
125,589
+54,531
+77% +$4.13M 0.06% 320
2018
Q3 		$6.01M Sell
71,058
-392
-0.5% -$31.3K 0.04% 415
2018
Q2 		$5.3M Sell
71,450
-19,929
-22% -$1.44M 0.04% 418
2018
Q1 		$6.34M Sell
91,379
-558
-0.6% -$40.3K 0.04% 374
2017
Q4 		$6.42M Sell
91,937
-11,693
-11% -$799K 0.05% 375
2017
Q3 		$6.99M Buy
103,630
+1,406
+1% +$93.9K 0.05% 344
2017
Q2 		$6.83M Buy
102,224
+12,390
+14% +$796K 0.05% 340
2017
Q1 		$5.61M Sell
89,834
-13,492
-13% -$824K 0.05% 370
2016
Q4 		$5.92M Buy
103,326
+187
+0.2% +$10.8K 0.05% 339
2016
Q3 		$6.28M Buy
103,139
+374
+0.4% +$22.7K 0.06% 326
2016
Q2 		$6.23M Buy
102,765
+86
+0.1% +$4.98K 0.06% 322
2016
Q1 		$5.72M Sell
102,679
-55,112
-35% -$2.98M 0.05% 338
2015
Q4 		$9.54M Buy
157,791
+13,969
+10% +$834K 0.1% 223
2015
Q3 		$8.37M Buy
143,822
+12,731
+10% +$845K 0.09% 227
2015
Q2 		$9.03M Buy
+131,091
New +$8.87M 0.09% 229

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Baird Financial Group's FXH Position: Q2 2026 in Review

Baird Financial Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 2.9% in Q2 2026, selling an estimated $105K and leaving 31,210 shares worth $3.82M. The position accounts for 0.01% of the portfolio, ranked #873.

Baird Financial Group first reported a position in FXH in Q2 2015 and has held it in 45 quarters since. The position peaked at $11.2M in Q2 2020. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Baird Financial Group held 31,210 shares of First Trust Health Care AlphaDEX Fund worth $3.82M as of Q2 2026.
  • Baird Financial Group sold 918 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $105K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #873 holding.
  • Baird Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and has held it in 45 quarters since.
  • Baird Financial Group's First Trust Health Care AlphaDEX Fund position peaked at $11.2M in Q2 2020.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.