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

Iron Horse 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
2025
Q2 		– Sell
-146
Closed -$15.1K – 615
2025
Q1 		$15.1K Buy
+146
New +$15.6K ﹤0.01% 226

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iron Horse Wealth Management's FXH Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 146 shares — an estimated $15.1K sold.

Iron Horse Wealth Management first reported a position in FXH in Q1 2025 and held it in 1 quarter. The position peaked at $15.1K in Q1 2025. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 146 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $15.1K.
  • Iron Horse Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $15.1K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.