HBW Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

HBW Advisory 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 Q1	–	Sell	-2,232	Closed	-$232K	–	408
2024 Q4	$232K	Buy	+2,232	New	+$242K	0.02%	333
2020 Q1	–	Sell	-8,057	Closed	-$685K	–	119
2019 Q4	$685K	Buy	+8,057	New	+$638K	0.4%	61

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HBW Advisory Services's FXH Position: Q1 2025 in Review

HBW Advisory Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 2,232 shares — an estimated $232K sold.

HBW Advisory Services first reported a position in FXH in Q4 2019 and held it in 2 quarters. The position peaked at $685K in Q4 2019. 248 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

HBW Advisory Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
HBW Advisory Services sold 2,232 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $232K.
HBW Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
HBW Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $685K in Q4 2019.
248 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.