Bank of Montreal’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $391K | Buy |
3,191
+3,177
| +22,693% | +$364K | ﹤0.01% | 2610 |
|
|
2026
Q1 | $1.54K | Hold |
14
| – | – | ﹤0.01% | 3697 |
|
|
2025
Q4 | $1.59K | Hold |
14
| – | – | ﹤0.01% | 3550 |
|
|
2025
Q3 | $1.53K | Buy |
+14
| New | +$1.47K | ﹤0.01% | 3471 |
|
|
2024
Q4 | – | Sell |
-18,126
| Closed | -$1.91M | – | 3688 |
|
|
2024
Q3 | $1.91M | Buy |
18,126
+16,880
| +1,355% | +$1.85M | ﹤0.01% | 1710 |
|
|
2024
Q2 | $132K | Buy |
1,246
+125
| +11% | +$13.1K | ﹤0.01% | 3164 |
|
|
2024
Q1 | $123K | Sell |
1,121
-421
| -27% | -$44.5K | ﹤0.01% | 3235 |
|
|
2023
Q4 | $161K | Hold |
1,542
| – | – | ﹤0.01% | 3216 |
|
|
2023
Q3 | $159K | Hold |
1,542
| – | – | ﹤0.01% | 3142 |
|
|
2023
Q2 | $167K | Sell |
1,542
-475
| -24% | -$50.9K | ﹤0.01% | 3283 |
|
|
2023
Q1 | $217K | Sell |
2,017
-17,368
| -90% | -$1.89M | ﹤0.01% | 2966 |
|
|
2022
Q4 | $2.12M | Buy |
19,385
+12,260
| +172% | +$1.29M | ﹤0.01% | 1768 |
|
|
2022
Q3 | $737K | Buy |
7,125
+5,203
| +271% | +$548K | ﹤0.01% | 2347 |
|
|
2022
Q2 | $203K | Hold |
1,922
| – | – | ﹤0.01% | 3266 |
|
|
2022
Q1 | $223K | Hold |
1,922
| – | – | ﹤0.01% | 3389 |
|
|
2021
Q4 | $241K | Sell |
1,922
-3,367
| -64% | -$403K | ﹤0.01% | 2875 |
|
|
2021
Q3 | $675K | Buy |
5,289
+3,442
| +186% | +$421K | ﹤0.01% | 2705 |
|
|
2021
Q2 | $217K | Buy |
1,847
+1,230
| +199% | +$140K | ﹤0.01% | 3186 |
|
|
2021
Q1 | $68K | Hold |
617
| – | – | ﹤0.01% | 3573 |
|
|
2020
Q4 | $69K | Sell |
617
-124
| -17% | -$12.6K | ﹤0.01% | 3779 |
|
|
2020
Q3 | $71K | Hold |
741
| – | – | ﹤0.01% | 3264 |
|
|
2020
Q2 | $68K | Buy |
741
+180
| +32% | +$15.4K | ﹤0.01% | 3270 |
|
|
2020
Q1 | $41K | Hold |
561
| – | – | ﹤0.01% | 2971 |
|
|
2019
Q4 | $47K | Buy |
561
+151
| +37% | +$12K | ﹤0.01% | 3866 |
|
|
2019
Q3 | $30K | Sell |
410
-215
| -34% | -$16.4K | ﹤0.01% | 3864 |
|
|
2019
Q2 | $49K | Sell |
625
-600
| -49% | -$44.6K | ﹤0.01% | 3704 |
|
|
2019
Q1 | $93K | Buy |
1,225
+493
| +67% | +$36.8K | ﹤0.01% | 3098 |
|
|
2018
Q4 | $50K | Buy |
732
+107
| +17% | +$8.11K | ﹤0.01% | 3273 |
|
|
2018
Q3 | $53K | Sell |
625
-270
| -30% | -$21.6K | ﹤0.01% | 3366 |
|
|
2018
Q2 | $66K | Sell |
895
-200
| -18% | -$14.5K | ﹤0.01% | 3307 |
|
|
2018
Q1 | $76K | Buy |
1,095
+200
| +22% | +$14.4K | ﹤0.01% | 3071 |
|
|
2017
Q4 | $63K | Hold |
895
| – | – | ﹤0.01% | 3184 |
|
|
2017
Q3 | $60K | Hold |
895
| – | – | ﹤0.01% | 3158 |
|
|
2017
Q2 | $60K | Hold |
895
| – | – | ﹤0.01% | 3162 |
|
|
2017
Q1 | $56K | Hold |
895
| – | – | ﹤0.01% | 3044 |
|
|
2016
Q4 | $52K | Hold |
895
| – | – | ﹤0.01% | 3095 |
|
|
2016
Q3 | $54K | Sell |
895
-170
| -16% | -$10.3K | ﹤0.01% | 3022 |
|
|
2016
Q2 | $62K | Sell |
1,065
-350
| -25% | -$20.3K | ﹤0.01% | 2987 |
|
|
2016
Q1 | $79K | Sell |
1,415
-890
| -39% | -$48.1K | ﹤0.01% | 2883 |
|
|
2015
Q4 | $139K | Buy |
2,305
+765
| +50% | +$45.7K | ﹤0.01% | 2619 |
|
|
2015
Q3 | $90K | Sell |
1,540
-1,267
| -45% | -$84.1K | ﹤0.01% | 2672 |
|
|
2015
Q2 | $193K | Sell |
2,807
-700
| -20% | -$47.3K | ﹤0.01% | 2433 |
|
|
2015
Q1 | $236K | Buy |
3,507
+1,340
| +62% | +$85.4K | ﹤0.01% | 2292 |
|
|
2014
Q4 | $130K | Buy |
2,167
+1,167
| +117% | +$68.1K | ﹤0.01% | 2654 |
|
|
2014
Q3 | $56K | Buy |
+1,000
| New | +$54.8K | ﹤0.01% | 3089 |
|
Other funds holding FXH
PWP
PFA
Bank of Montreal's FXH Position: Q2 2026 in Review
Bank of Montreal increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 22,693% in Q2 2026, buying an estimated $364K and bringing the position to 3,191 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.
Bank of Montreal first reported a position in FXH in Q3 2014 and has held it in 45 quarters since. The position peaked at $2.12M in Q4 2022. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.
- Bank of Montreal held 3,191 shares of First Trust Health Care AlphaDEX Fund worth $391K as of Q2 2026.
- Bank of Montreal bought 3,177 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $364K.
- First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2610 holding.
- Bank of Montreal first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2014 and has held it in 45 quarters since.
- Bank of Montreal's First Trust Health Care AlphaDEX Fund position peaked at $2.12M in Q4 2022.
- 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.