HPC
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HM Payson & Co’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

HM Payson & Co’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
2026
Q1 		$13.7K Hold
125
– – ﹤0.01% 885
2025
Q4 		$14.2K Hold
125
– – ﹤0.01% 884
2025
Q3 		$13.7K Hold
125
– – ﹤0.01% 880
2025
Q2 		$13K Hold
125
– – ﹤0.01% 832
2025
Q1 		$12.9K Hold
125
– – ﹤0.01% 842
2024
Q4 		$13K Hold
125
– – ﹤0.01% 820
2024
Q3 		$14K Hold
125
– – ﹤0.01% 811
2024
Q2 		$13.1K Hold
125
– – ﹤0.01% 818
2024
Q1 		$13.7K Hold
125
– – ﹤0.01% 793
2023
Q4 		$12.9K Buy
+125
New +$12K ﹤0.01% 793

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM