Bessemer Group
FXH icon

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

Bessemer 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
Q1 		$103K Hold
935
– – ﹤0.01% 1513
2025
Q4 		$106K Hold
935
– – ﹤0.01% 1474
2025
Q3 		$103K Hold
935
– – ﹤0.01% 1276
2025
Q2 		$97K Hold
935
– – ﹤0.01% 1221
2025
Q1 		$97K Sell
935
-165
-15% -$17.7K ﹤0.01% 1209
2024
Q4 		$114K Hold
1,100
– – ﹤0.01% 1173
2024
Q3 		$123K Hold
1,100
– – ﹤0.01% 1239
2024
Q2 		$115K Hold
1,100
– – ﹤0.01% 1142
2024
Q1 		$120K Buy
1,100
+165
+18% +$17.4K ﹤0.01% 1142
2023
Q4 		$97K Hold
935
– – ﹤0.01% 1224
2023
Q3 		$91K Hold
935
– – ﹤0.01% 1223
2023
Q2 		$101K Sell
935
-327
-26% -$35K ﹤0.01% 1222
2023
Q1 		$136K Buy
1,262
+1,203
+2,039% +$131K ﹤0.01% 994
2022
Q4 		$6K Buy
+59
New +$6.19K ﹤0.01% 1522
2016
Q1 		– Sell
-1,600
Closed -$97K – 1550
2015
Q4 		$97K Hold
1,600
– – ﹤0.01% 845
2015
Q3 		$93K Buy
+1,600
New +$106K ﹤0.01% 847

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM