Global Financial Private Client’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Global Financial Private Client’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	-86	Closed	-$8.91K	–	738
2025 Q1	$8.91K	Hold	86	–	–	﹤0.01%	594
2024 Q4	$8.96K	Hold	86	–	–	﹤0.01%	567
2024 Q3	$9.62K	Hold	86	–	–	﹤0.01%	561
2024 Q2	$8.99K	Hold	86	–	–	﹤0.01%	458
2024 Q1	$9.35K	Hold	86	–	–	﹤0.01%	469
2023 Q4	$8.91K	Hold	86	–	–	﹤0.01%	471
2023 Q3	$8.31K	Hold	86	–	–	﹤0.01%	460
2023 Q2	$9.23K	Hold	86	–	–	﹤0.01%	451
2023 Q1	$9.26K	Hold	86	–	–	﹤0.01%	458
2022 Q4	$9.35K	Hold	86	–	–	0.01%	432
2022 Q3	$8.55K	Hold	86	–	–	﹤0.01%	422
2022 Q2	$9.02K	Hold	86	–	–	0.01%	410
2022 Q1	$9.98K	Hold	86	–	–	﹤0.01%	405
2021 Q4	$10.7K	Hold	86	–	–	0.01%	387
2021 Q3	$10.2K	Hold	86	–	–	0.01%	352
2021 Q2	$10.2K	Hold	86	–	–	0.01%	361
2021 Q1	$9.41K	Hold	86	–	–	0.01%	318
2020 Q4	$9.27K	Hold	86	–	–	0.01%	310
2020 Q3	$8.19K	Sell	86 -8	-9%	-$749	0.01%	316
2020 Q2	$8.52K	Sell	94 -1,366	-94%	-$117K	0.01%	347
2020 Q1	$103K	Buy	1,460 +483	+49%	+$39.2K	0.11%	142
2019 Q4	$82.3K	Buy	+977	New	+$77.4K	0.07%	189

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

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

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

Global Financial Private Client's FXH Position: Q2 2025 in Review

Global Financial Private Client sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 86 shares — an estimated $8.91K sold.

Global Financial Private Client first reported a position in FXH in Q4 2019 and held it in 22 quarters. The position peaked at $103K in Q1 2020. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

Global Financial Private Client reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 86 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $8.91K.
Global Financial Private Client first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's First Trust Health Care AlphaDEX Fund position peaked at $103K in Q1 2020.
223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.