Creekmur Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Creekmur Asset Management’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 Q3	$45.6K	Hold	416	–	–	0.01%	345
2025 Q2	$43.1K	Sell	416 -1	-0.2%	-$100	0.01%	359
2025 Q1	$43.2K	Hold	417	–	–	0.01%	333
2024 Q4	$43.4K	Hold	417	–	–	0.01%	255
2024 Q3	$46.6K	Hold	417	–	–	0.01%	248
2024 Q2	$43.6K	Hold	417	–	–	0.01%	277
2024 Q1	$45.7K	Sell	417 -275	-40%	-$29.1K	0.02%	265
2023 Q4	$71.7K	Buy	+692	New	+$66.7K	0.02%	250

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creekmur Asset Management's FXH Position: Q3 2025 in Review

Creekmur Asset Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q3 2025 at 416 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #345.

Creekmur Asset Management first reported a position in FXH in Q4 2023 and has held it in 8 quarters since. The position peaked at $71.7K in Q4 2023. 220 funds tracked by Wall St. Rank hold FXH as of Q3 2025.

Creekmur Asset Management held 416 shares of First Trust Health Care AlphaDEX Fund worth $45.6K as of Q3 2025.
Creekmur Asset Management left its First Trust Health Care AlphaDEX Fund share count unchanged in Q3 2025.
First Trust Health Care AlphaDEX Fund made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #345 holding.
Creekmur Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $71.7K in Q4 2023.
220 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.