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FFA
Founders Financial Alliance’s
First Trust Health Care AlphaDEX Fund
FXH
Stock Holding History
Founders Financial Alliance’s Portfolio
FXH Stock Details
FXH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$55.4K
Buy
+505
New
+$57.3K
0.01%
503
2025
Q4
–
Sell
-503
Closed
-$55.2K
–
645
2025
Q3
$55.2K
Buy
+503
New
+$52.7K
0.01%
491
2025
Q2
–
Sell
-500
Closed
-$51.8K
–
569
2025
Q1
$51.8K
Hold
500
–
–
0.01%
438
2024
Q4
$52.1K
Hold
500
–
–
0.01%
378
2024
Q3
$55.9K
Buy
500
+1
+0.2%
+$110
0.02%
383
2024
Q2
$52.2K
Hold
499
–
–
0.02%
371
2024
Q1
$54.7K
Hold
499
–
–
0.02%
374
2023
Q4
$51.7K
Hold
499
–
–
0.02%
338
2023
Q3
$48.5K
Hold
499
–
–
0.02%
325
2023
Q2
$54K
Hold
499
–
–
0.02%
337
2023
Q1
$52.9K
Hold
499
–
–
0.03%
296
2022
Q4
$54.3K
Hold
499
–
–
0.02%
317
2022
Q3
$49K
Buy
499
+25
+5%
+$2.63K
0.02%
317
2022
Q2
$49K
Sell
474
-25
-5%
-$2.69K
0.02%
337
2022
Q1
$57K
Hold
499
–
–
0.03%
315
2021
Q4
$62K
Hold
499
–
–
0.02%
342
2021
Q3
$59K
Hold
499
–
–
0.03%
320
2021
Q2
$59K
Hold
499
–
–
0.03%
333
2021
Q1
$57K
Hold
499
–
–
0.03%
320
2020
Q4
$54K
Hold
499
–
–
0.03%
288
2020
Q3
$49K
Buy
+499
New
+$46.7K
0.03%
381
Other funds holding FXH
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25.57%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
RW
Rockport Wealth
Fairview Park, Ohio
$549M AUM
22.95%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
PFA
Perryman Financial Advisory
Dallas, Texas
$667M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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