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 Q2	$114K	Hold	935	–	–	﹤0.01%	1487
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bessemer Group's FXH Position: Q2 2026 in Review

Bessemer Group held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 935 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Bessemer Group first reported a position in FXH in Q3 2015 and has held it in 17 quarters since. The position peaked at $136K in Q1 2023. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

Bessemer Group held 935 shares of First Trust Health Care AlphaDEX Fund worth $114K as of Q2 2026.
Bessemer Group left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1487 holding.
Bessemer Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2015 and has held it in 17 quarters since.
Bessemer Group's First Trust Health Care AlphaDEX Fund position peaked at $136K in Q1 2023.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

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