Hexagon Capital Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Hexagon Capital Partners’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	-133	Closed	-$13.8K	–	684
2025 Q1	$13.8K	Hold	133	–	–	﹤0.01%	873
2024 Q4	$13.8K	Hold	133	–	–	﹤0.01%	910
2024 Q3	$14.9K	Hold	133	–	–	﹤0.01%	807
2024 Q2	$13.9K	Hold	133	–	–	﹤0.01%	784
2024 Q1	$14.6K	Hold	133	–	–	﹤0.01%	759
2023 Q4	$13.8K	Hold	133	–	–	﹤0.01%	752
2023 Q3	$12.9K	Hold	133	–	–	﹤0.01%	675
2023 Q2	$14.4K	Hold	133	–	–	﹤0.01%	654
2023 Q1	$14.3K	Hold	133	–	–	﹤0.01%	643
2022 Q4	$14.5K	Hold	133	–	–	﹤0.01%	634
2022 Q3	$13K	Hold	133	–	–	﹤0.01%	694
2022 Q2	$14K	Hold	133	–	–	﹤0.01%	602
2022 Q1	$15K	Hold	133	–	–	﹤0.01%	565
2021 Q4	$17K	Hold	133	–	–	﹤0.01%	537
2021 Q3	$16K	Hold	133	–	–	﹤0.01%	528
2021 Q2	$16K	Hold	133	–	–	﹤0.01%	497
2021 Q1	$14K	Hold	133	–	–	﹤0.01%	480
2020 Q4	$14K	Hold	133	–	–	﹤0.01%	440
2020 Q3	$12K	Buy	+133	New	+$12.5K	﹤0.01%	433

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

Hexagon Capital Partners's FXH Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 133 shares — an estimated $13.8K sold.

Hexagon Capital Partners first reported a position in FXH in Q3 2020 and held it in 19 quarters. The position peaked at $17K in Q4 2021. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 133 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $13.8K.
Hexagon Capital Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's First Trust Health Care AlphaDEX Fund position peaked at $17K in Q4 2021.
223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.