IronBridge Private Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

IronBridge Private Wealth’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	$5.12M	Buy	+39,152	New	+$5.06M	1.52%	20
2021 Q4	–	Sell	-69,143	Closed	-$8.23M	–	309
2021 Q3	$8.23M	Buy	69,143 +69,130	+531,769%	+$8.46M	4.42%	7
2021 Q2	$2K	Sell	13 -83	-86%	-$9.47K	﹤0.01%	252
2021 Q1	$10K	Sell	96 -63,496	-100%	-$6.95M	0.01%	157
2020 Q4	$6.85M	Buy	+63,592	New	+$6.47M	5.07%	4

Other funds holding FXH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IronBridge Private Wealth's FXH Position: Q3 2026 in Review

IronBridge Private Wealth opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q3 2026: 39,152 shares worth $5.12M. The stake represents 1.52% of the portfolio and ranks #20 among its holdings. This is a return to the name: IronBridge Private Wealth previously reported a position in FXH as recently as Q3 2021.

IronBridge Private Wealth first reported a position in FXH in Q4 2020 and has held it in 5 quarters since. The position peaked at $8.23M in Q3 2021. 151 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

IronBridge Private Wealth held 39,152 shares of First Trust Health Care AlphaDEX Fund worth $5.12M as of Q3 2026.
First Trust Health Care AlphaDEX Fund was a new IronBridge Private Wealth position in Q3 2026.
First Trust Health Care AlphaDEX Fund made up 1.52% of IronBridge Private Wealth's portfolio in Q3 2026, its #20 holding.
IronBridge Private Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and has held it in 5 quarters since.
IronBridge Private Wealth's First Trust Health Care AlphaDEX Fund position peaked at $8.23M in Q3 2021.
151 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on IronBridge Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.