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Glassman Wealth Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Glassman Wealth Services’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
-90
Closed -$9.32K – 199
2025
Q1 		$9.32K Buy
+90
New +$9.64K ﹤0.01% 162

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 $595M AUM 23.65% 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

Glassman Wealth Services's FXH Position: Q2 2025 in Review

Glassman Wealth Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 90 shares — an estimated $9.32K sold.

Glassman Wealth Services first reported a position in FXH in Q1 2025 and held it in 1 quarter. The position peaked at $9.32K in Q1 2025. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Glassman Wealth Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Glassman Wealth Services sold 90 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $9.32K.
  • Glassman Wealth Services first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Glassman Wealth Services's First Trust Health Care AlphaDEX Fund position peaked at $9.32K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.