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DHJJ Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

DHJJ Financial Advisors’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 		$2.24K Hold
20
– – ﹤0.01% 733
2025
Q4 		$2.31K Hold
20
– – ﹤0.01% 701
2025
Q3 		$2.23K Hold
20
– – ﹤0.01% 679
2025
Q2 		$2.09K Hold
20
– – ﹤0.01% 676
2025
Q1 		$2.09K Hold
20
– – ﹤0.01% 634
2024
Q4 		$2.1K Hold
20
– – ﹤0.01% 605
2024
Q3 		$2.25K Hold
20
– – ﹤0.01% 591
2024
Q2 		$2.1K Hold
20
– – ﹤0.01% 553
2024
Q1 		$2.2K Hold
20
– – ﹤0.01% 543
2023
Q4 		$2.08K Hold
20
– – ﹤0.01% 540
2023
Q3 		$1.95K Buy
+20
New +$2.08K ﹤0.01% 541

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