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GPS Wealth Strategies Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

GPS Wealth Strategies Group’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
-219
Closed -$24K – 947
2025
Q3 		$24K Sell
219
-138
-39% -$14.5K ﹤0.01% 850
2025
Q2 		$37K Hold
357
– – ﹤0.01% 706
2025
Q1 		$37K Buy
+357
New +$38.2K 0.01% 689
2022
Q4 		– Sell
-131
Closed -$13K – 493
2022
Q3 		$13K Sell
131
-49
-27% -$5.16K ﹤0.01% 707
2022
Q2 		$19K Sell
180
-45
-20% -$4.85K ﹤0.01% 633
2022
Q1 		$26K Hold
225
– – 0.01% 546
2021
Q4 		$28K Hold
225
– – 0.01% 519
2021
Q3 		$27K Hold
225
– – 0.01% 516
2021
Q2 		$26K Hold
225
– – 0.01% 538
2021
Q1 		$24K Buy
+225
New +$24.6K 0.01% 514

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return