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IA
Insight Advisors’s
First Trust Health Care AlphaDEX Fund
FXH
Stock Holding History
Insight Advisors’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
2026
Q1
$407K
Buy
3,709
+4
+0.1%
+$454
0.08%
156
2025
Q4
$422K
Sell
3,705
-84
-2%
-$9.52K
0.06%
173
2025
Q3
$416K
Buy
3,789
+110
+3%
+$11.5K
0.06%
175
2025
Q2
$381K
Sell
3,679
-523
-12%
-$52.5K
0.06%
185
2025
Q1
$435K
Buy
4,202
+4
+0.1%
+$428
0.08%
167
2024
Q4
$436K
Sell
4,198
-130
-3%
-$14.1K
0.07%
177
2024
Q3
$484K
Buy
4,328
+4
+0.1%
+$438
0.08%
166
2024
Q2
$452K
Buy
4,324
+85
+2%
+$8.93K
0.08%
168
2024
Q1
$465K
Sell
4,239
-20
-0.5%
-$2.11K
0.09%
170
2023
Q4
$441K
Buy
4,259
+145
+4%
+$14K
0.09%
161
2023
Q3
$400K
Sell
4,114
-1
-0%
-$104
0.09%
169
2023
Q2
$446K
Hold
4,115
–
–
0.1%
156
2023
Q1
$442K
Sell
4,115
-141
-3%
-$15.3K
0.1%
168
2022
Q4
$461K
Buy
4,256
+367
+9%
+$38.5K
0.16%
172
2022
Q3
$378K
Buy
3,889
+145
+4%
+$15.3K
0.15%
179
2022
Q2
$409K
Sell
3,744
-36
-1%
-$3.88K
0.14%
188
2022
Q1
$433K
Hold
3,780
–
–
0.13%
199
2021
Q4
$469K
Buy
3,780
+637
+20%
+$76.2K
0.14%
177
2021
Q3
$382K
Buy
3,143
+476
+18%
+$58.3K
0.11%
214
2021
Q2
$326K
Sell
2,667
-168
-6%
-$19.2K
0.1%
233
2021
Q1
$325K
Buy
+2,835
New
+$310K
0.1%
246
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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
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
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
PFA
Perryman Financial Advisory
Dallas, Texas
$667M AUM
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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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