CCMI
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Creative Capital Management Investments’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Creative Capital Management Investments’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 		$38.3K Hold
349
– – 0.01% 131
2025
Q4 		$39.7K Hold
349
– – 0.01% 127
2025
Q3 		$38.3K Hold
349
– – 0.01% 127
2025
Q2 		$36.2K Hold
349
– – 0.01% 133
2025
Q1 		$36.2K Hold
349
– – 0.01% 123
2024
Q4 		$36.3K Hold
349
– – 0.02% 121
2024
Q3 		$39K Hold
349
– – 0.02% 109
2024
Q2 		$36.5K Hold
349
– – 0.02% 102
2024
Q1 		$38.2K Hold
349
– – 0.02% 98
2023
Q4 		$36.1K Hold
349
– – 0.02% 100
2023
Q3 		$33.9K Hold
349
– – 0.02% 101
2023
Q2 		$37.8K Buy
+349
New +$37.4K 0.03% 95

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 $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM