Iams Wealth Management
FXH icon

Iams Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Iams Wealth Management’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
Q3 		$555K Buy
4,244
+163
+4% +$21.1K 0.16% 148
2026
Q2 		$500K Buy
4,081
+543
+15% +$62.2K 0.15% 147
2026
Q1 		$388K Sell
3,538
-2,421
-41% -$275K 0.14% 152
2025
Q4 		$678K Buy
+5,959
New +$675K 0.24% 110
2025
Q2 		– Sell
-2,191
Closed -$227K – 178
2025
Q1 		$227K Sell
2,191
-9,626
-81% -$1.03M 0.1% 145
2024
Q4 		$1.23M Sell
11,817
-176
-1% -$19.1K 0.56% 53
2024
Q3 		$1.34M Sell
11,993
-2,631
-18% -$288K 0.66% 47
2024
Q2 		$1.53M Sell
14,624
-3,589
-20% -$377K 0.84% 41
2024
Q1 		$1.95M Buy
18,213
+2,196
+14% +$232K 1.19% 20
2023
Q4 		$1.66M Sell
16,017
-3,223
-17% -$311K 1.07% 27
2023
Q3 		$1.87M Buy
+19,240
New +$2M 1.29% 19
2023
Q2 		– Sell
-17,327
Closed -$1.86M – 173
2023
Q1 		$1.84M Buy
17,327
+4,436
+34% +$483K 1.53% 13
2022
Q4 		$1.4M Buy
+12,891
New +$1.35M 1.43% 13

Other funds holding FXH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prasad Wealth Partners
Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

Iams Wealth Management's FXH Position: Q3 2026 in Review

Iams Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 4% in Q3 2026, buying an estimated $21.1K and bringing the position to 4,244 shares worth $555K. The position accounts for 0.16% of the portfolio, ranked #148.

Iams Wealth Management first reported a position in FXH in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.95M in Q1 2024. 162 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

  • Iams Wealth Management held 4,244 shares of First Trust Health Care AlphaDEX Fund worth $555K as of Q3 2026.
  • Iams Wealth Management bought 163 First Trust Health Care AlphaDEX Fund shares in Q3 2026, an estimated $21.1K.
  • First Trust Health Care AlphaDEX Fund made up 0.16% of Iams Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Iams Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and has held it in 13 quarters since.
  • Iams Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $1.95M in Q1 2024.
  • 162 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.