FSB Premier Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

FSB Premier Wealth 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 Q1	–	Sell	-3,027	Closed	-$315K	–	211
2024 Q4	$315K	Sell	3,027 -538	-15%	-$58.4K	0.13%	161
2024 Q3	$399K	Buy	3,565 +586	+20%	+$64.2K	0.16%	139
2024 Q2	$311K	Sell	2,979 -1,028	-26%	-$108K	0.14%	143
2024 Q1	$439K	Buy	4,007 +695	+21%	+$73.5K	0.2%	100
2023 Q4	$343K	Sell	3,312 -169	-5%	-$16.3K	0.17%	112
2023 Q3	$338K	Buy	3,481 +70	+2%	+$7.26K	0.19%	103
2023 Q2	$369K	Buy	3,411 +754	+28%	+$80.7K	0.2%	99
2023 Q1	$286K	Sell	2,657 -334	-11%	-$36.3K	0.16%	111
2022 Q4	$325K	Buy	2,991 +14	+0.5%	+$1.47K	0.18%	108
2022 Q3	$289K	Buy	+2,977	New	+$313K	0.17%	112
2022 Q1	–	Sell	-696	Closed	-$86K	–	297
2021 Q4	$86K	Buy	+696	New	+$83.3K	0.04%	191

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSB Premier Wealth Management's FXH Position: Q1 2025 in Review

FSB Premier Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 3,027 shares — an estimated $315K sold.

FSB Premier Wealth Management first reported a position in FXH in Q4 2021 and held it in 11 quarters. The position peaked at $439K in Q1 2024. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

FSB Premier Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
FSB Premier Wealth Management sold 3,027 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $315K.
FSB Premier Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 11 quarters.
FSB Premier Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $439K in Q1 2024.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on FSB Premier Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.