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Cyndeo Wealth Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cyndeo Wealth Partners’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
-2,137
Closed -$221K – 478
2025
Q1 		$221K Hold
2,137
– – 0.01% 423
2024
Q4 		$223K Sell
2,137
-42
-2% -$4.56K 0.02% 417
2024
Q3 		$244K Buy
2,179
+42
+2% +$4.6K 0.02% 409
2024
Q2 		$223K Hold
2,137
– – 0.02% 371
2024
Q1 		$234K Hold
2,137
– – 0.02% 354
2023
Q4 		$221K Hold
2,137
– – 0.02% 346
2023
Q3 		$208K Hold
2,137
– – 0.02% 322
2023
Q2 		$231K Hold
2,137
– – 0.02% 295
2023
Q1 		$230K Sell
2,137
-90
-4% -$9.79K 0.02% 290
2022
Q4 		$242K Buy
+2,227
New +$234K 0.03% 276

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

Cyndeo Wealth Partners's FXH Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 2,137 shares — an estimated $221K sold.

Cyndeo Wealth Partners first reported a position in FXH in Q4 2022 and held it in 10 quarters. The position peaked at $244K in Q3 2024. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,137 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $221K.
  • Cyndeo Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and held it in 10 quarters.
  • Cyndeo Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $244K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.