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HF
HRT Financial’s
First Trust Health Care AlphaDEX Fund
FXH
Stock Holding History
HRT Financial’s Portfolio
FXH Stock Details
FXH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-3,652
Closed
-$400K
–
3458
2025
Q3
$400K
Buy
3,652
+362
+11%
+$38K
﹤0.01%
2008
2025
Q2
$341K
Buy
+3,290
New
+$330K
﹤0.01%
1791
2024
Q2
–
Sell
-2,144
Closed
-$234K
–
2499
2024
Q1
$234K
Buy
+2,144
New
+$227K
﹤0.01%
1688
2023
Q3
–
Sell
-3,932
Closed
-$425K
–
2638
2023
Q2
$425K
Buy
+3,932
New
+$421K
﹤0.01%
1445
2016
Q3
–
Sell
-13,777
Closed
-$812K
–
142
2016
Q2
$812K
Sell
13,777
-18,526
-57%
-$1.07M
0.49%
36
2016
Q1
$1.8M
Buy
+32,303
New
+$1.75M
1.88%
11
Other funds holding FXH
Morgan Stanley
New York
$1.66T AUM
25.57%
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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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