Blackhawk Capital Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Blackhawk Capital Partners’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	-8,629	Closed	-$899K	–	138
2024 Q4	$899K	Buy	8,629 +2,282	+36%	+$248K	0.47%	68
2024 Q3	$710K	Buy	6,347 +224	+4%	+$24.5K	0.38%	75
2024 Q2	$640K	Sell	6,123 -142	-2%	-$14.9K	0.39%	77
2024 Q1	$687K	Sell	6,265 -563	-8%	-$59.5K	0.43%	70
2023 Q4	$707K	Sell	6,828 -896	-12%	-$86.3K	0.48%	63
2023 Q3	$750K	Sell	7,724 -98	-1%	-$10.2K	0.55%	60
2023 Q2	$847K	Sell	7,822 -340	-4%	-$36.4K	0.59%	59
2023 Q1	$878K	Buy	+8,162	New	+$888K	0.64%	62
2018 Q3	–	Sell	-620	Closed	-$46K	–	153
2018 Q2	$46K	Hold	620	–	–	0.05%	171
2018 Q1	$43K	Hold	620	–	–	0.04%	180
2017 Q4	$43K	Buy	+620	New	+$42.3K	0.04%	171

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

Blackhawk Capital Partners's FXH Position: Q1 2025 in Review

Blackhawk Capital Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 8,629 shares — an estimated $899K sold.

Blackhawk Capital Partners first reported a position in FXH in Q4 2017 and held it in 11 quarters. The position peaked at $899K in Q4 2024. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

Blackhawk Capital Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Blackhawk Capital Partners sold 8,629 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $899K.
Blackhawk Capital Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 11 quarters.
Blackhawk Capital Partners's First Trust Health Care AlphaDEX Fund position peaked at $899K in Q4 2024.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on Blackhawk Capital Partners's 13F filing for Q1 2025, filed 30 Apr 2025.