Focus Partners Wealth
FXH icon

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

Focus Partners Wealth’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
Q4 		– Sell
-2,300
Closed -$218K – 2728
2025
Q3 		$218K Buy
+2,300
New +$241K ﹤0.01% 2016

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth's FXH Position: Q4 2025 in Review

Focus Partners Wealth sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2025, closing a stake of 2,300 shares — an estimated $218K sold.

Focus Partners Wealth first reported a position in FXH in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2025.

  • Focus Partners Wealth reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 2,300 First Trust Health Care AlphaDEX Fund shares in Q4 2025, an estimated $218K.
  • Focus Partners Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's First Trust Health Care AlphaDEX Fund position peaked at $218K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.