FFA
FXH icon

Farther Finance Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Farther Finance 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 		$2.34M Buy
21,153
+3,761
+22% +$427K 0.02% 574
2025
Q4 		$1.98M Sell
17,392
-480
-3% -$54.4K 0.02% 587
2025
Q3 		$1.96M Buy
17,872
+928
+5% +$97.3K 0.03% 461
2025
Q2 		$1.76M Buy
16,944
+7,621
+82% +$766K 0.04% 410
2025
Q1 		$958K Buy
9,323
+9,028
+3,060% +$967K 0.02% 523
2024
Q4 		$30.7K Hold
295
– – ﹤0.01% 1892
2024
Q3 		$33K Buy
295
+45
+18% +$4.93K ﹤0.01% 1855
2024
Q2 		$26K Hold
250
– – ﹤0.01% 1688
2024
Q1 		$27.2K Buy
+250
New +$26.4K ﹤0.01% 1404

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