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Cahill Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cahill Financial Advisors’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
Q2 		– Sell
-2,255
Closed -$234K – 276
2025
Q1 		$234K Buy
2,255
+1
+0% +$107 0.03% 240
2024
Q4 		$235K Buy
2,254
+1
+0% +$109 0.03% 241
2024
Q3 		$252K Buy
2,253
+4
+0.2% +$438 0.03% 229
2024
Q2 		$235K Hold
2,249
– – 0.03% 242
2024
Q1 		$246K Buy
2,249
+3
+0.1% +$317 0.03% 239
2023
Q4 		$233K Buy
2,246
+2
+0.1% +$193 0.03% 223
2023
Q3 		$218K Buy
2,244
+1
+0% +$104 0.04% 228
2023
Q2 		$243K Buy
2,243
+1
+0% +$107 0.04% 214
2023
Q1 		$241K Buy
2,242
+1
+0% +$109 0.04% 213
2022
Q4 		$244K Buy
2,241
+2
+0.1% +$210 0.05% 206
2022
Q3 		$218K Buy
2,239
+3
+0.1% +$316 0.05% 206
2022
Q2 		$231K Hold
2,236
– – 0.05% 197
2022
Q1 		$256K Sell
2,236
-85
-4% -$9.53K 0.05% 199
2021
Q4 		$288K Sell
2,321
-140
-6% -$16.8K 0.06% 193
2021
Q3 		$293K Hold
2,461
– – 0.06% 190
2021
Q2 		$288K Hold
2,461
– – 0.06% 179
2021
Q1 		$267K Hold
2,461
– – 0.07% 180
2020
Q4 		$265K Sell
2,461
-83
-3% -$8.44K 0.07% 175
2020
Q3 		$241K Hold
2,544
– – 0.09% 147
2020
Q2 		$230K Buy
+2,544
New +$218K 0.09% 145
2020
Q1 		– Sell
-2,544
Closed -$215K – 156
2019
Q4 		$215K Buy
+2,544
New +$201K 0.08% 152
2019
Q2 		– Sell
-2,750
Closed -$211K – 156
2019
Q1 		$211K Buy
+2,750
New +$205K 0.09% 146
2018
Q4 		– Sell
-3,068
Closed -$261K – 148
2018
Q3 		$261K Buy
3,068
+318
+12% +$25.4K 0.12% 133
2018
Q2 		$205K Buy
+2,750
New +$199K 0.09% 151
2018
Q1 		– Sell
-2,949
Closed -$206K – 150
2017
Q4 		$206K Buy
+2,949
New +$201K 0.1% 134
2015
Q3 		– Sell
-2,998
Closed -$207K – 108
2015
Q2 		$207K Buy
+2,998
New +$203K 0.15% 105

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cahill Financial Advisors's FXH Position: Q2 2025 in Review

Cahill Financial Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 2,255 shares — an estimated $234K sold.

Cahill Financial Advisors first reported a position in FXH in Q2 2015 and held it in 26 quarters. The position peaked at $293K in Q3 2021. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Cahill Financial Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,255 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $234K.
  • Cahill Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and held it in 26 quarters.
  • Cahill Financial Advisors's First Trust Health Care AlphaDEX Fund position peaked at $293K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Cahill Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.