Corient Private Wealth
FXH icon

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

Corient Private Wealth’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 		$553K Sell
23,922
-35,210
-60% -$3.99M ﹤0.01% 1975
2025
Q4 		$5.45M Buy
59,132
+35,075
+146% +$3.97M ﹤0.01% 1017
2025
Q3 		$2.64M Sell
24,057
-6,933
-22% -$727K ﹤0.01% 949
2025
Q2 		$3.21M Buy
30,990
+26,370
+571% +$2.65M ﹤0.01% 851
2025
Q1 		$479K Sell
4,620
-29,401
-86% -$3.15M ﹤0.01% 1620
2024
Q4 		$490K Sell
34,021
-775
-2% -$84.2K ﹤0.01% 1624
2024
Q3 		$3.89M Sell
34,796
-4,286
-11% -$470K 0.01% 828
2024
Q2 		$4.08M Sell
39,082
-20,944
-35% -$2.2M 0.01% 769
2024
Q1 		$6.58M Sell
60,026
-6,773
-10% -$716K 0.01% 633
2023
Q4 		$6.92M Sell
66,799
-448
-0.7% -$43.2K 0.01% 614
2023
Q3 		$6.53M Sell
67,247
-357
-0.5% -$37K 0.02% 584
2023
Q2 		$7.32M Buy
67,604
+20,587
+44% +$2.2M 0.02% 534
2023
Q1 		$5.06M Buy
47,017
+187
+0.4% +$20.3K 0.01% 592
2022
Q4 		$5.09M Buy
+46,830
New +$4.91M 0.02% 501

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