CIBC Private Wealth Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

CIBC Private Wealth 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
2025 Q4	$29K	Sell	255 -425	-63%	-$48.2K	﹤0.01%	2021
2025 Q3	$74.6K	Hold	680	–	–	﹤0.01%	1624
2025 Q2	$70.5K	Hold	680	–	–	﹤0.01%	1535
2025 Q1	$63.7K	Hold	680	–	–	﹤0.01%	1546
2024 Q4	$72.5K	Hold	680	–	–	﹤0.01%	1536
2024 Q3	$76.1K	Hold	680	–	–	﹤0.01%	1610
2024 Q2	$70.3K	Hold	680	–	–	﹤0.01%	1534
2024 Q1	$73.9K	Buy	+680	New	+$71.9K	﹤0.01%	1514
2018 Q3	–	Sell	-99	Closed	-$7K	–	1243
2018 Q2	$7K	Hold	99	–	–	﹤0.01%	1646
2018 Q1	$7K	Hold	99	–	–	﹤0.01%	1593
2017 Q4	$7K	Buy	+99	New	+$6.76K	﹤0.01%	1620

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's FXH Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 63% in Q4 2025, selling an estimated $48.2K and leaving 255 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

CIBC Private Wealth Group first reported a position in FXH in Q4 2017 and has held it in 11 quarters since. The position peaked at $76.1K in Q3 2024. 238 funds tracked by Wall St. Rank hold FXH as of Q4 2025.

CIBC Private Wealth Group held 255 shares of First Trust Health Care AlphaDEX Fund worth $29K as of Q4 2025.
CIBC Private Wealth Group sold 425 First Trust Health Care AlphaDEX Fund shares in Q4 2025, an estimated $48.2K.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2021 holding.
CIBC Private Wealth Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's First Trust Health Care AlphaDEX Fund position peaked at $76.1K in Q3 2024.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.