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

Flaharty 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
Q2 		– Sell
-97
Closed -$10K – 252
2025
Q1 		$10K Buy
+97
New +$10.4K ﹤0.01% 330
2024
Q4 		– Sell
-97
Closed -$10.9K – 232
2024
Q3 		$10.9K Buy
+97
New +$10.6K ﹤0.01% 309
2023
Q4 		– Sell
-97
Closed -$9.43K – 233
2023
Q3 		$9.43K Buy
+97
New +$10.1K ﹤0.01% 315

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

Flaharty Asset Management's FXH Position: Q2 2025 in Review

Flaharty Asset Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 97 shares — an estimated $10K sold.

Flaharty Asset Management first reported a position in FXH in Q3 2023 and held it in 3 quarters. The position peaked at $10.9K in Q3 2024. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Flaharty Asset Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 97 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $10K.
  • Flaharty Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $10.9K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.