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Jaffetilchin Investment Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		– Sell
-4,005
Closed -$456K – 484
2025
Q4 		$456K Buy
4,005
+5
+0.1% +$567 0.03% 279
2025
Q3 		$439K Buy
4,000
+21
+0.5% +$2.2K 0.03% 301
2025
Q2 		$413K Buy
3,979
+339
+9% +$34.1K 0.03% 282
2025
Q1 		$377K Buy
+3,640
New +$390K 0.03% 283
2024
Q4 		– Sell
-1,219
Closed -$136K – 712
2024
Q3 		$136K Buy
+1,219
New +$134K 0.01% 415
2024
Q2 		– Sell
-6,390
Closed -$700K – 363
2024
Q1 		$700K Buy
+6,390
New +$675K 0.06% 174
2022
Q1 		– Sell
-6,998
Closed -$869K – 344
2021
Q4 		$869K Buy
+6,998
New +$838K 0.08% 152
2021
Q3 		– Sell
-2,182
Closed -$256K – 379
2021
Q2 		$256K Sell
2,182
-2,005
-48% -$229K 0.02% 338
2021
Q1 		$455K Sell
4,187
-4,573
-52% -$500K 0.05% 210
2020
Q4 		$944K Sell
8,760
-1,894
-18% -$193K 0.13% 111
2020
Q3 		$1.01M Sell
10,654
-1,162
-10% -$109K 0.19% 71
2020
Q2 		$1.07M Buy
+11,816
New +$1.01M 0.23% 62
2019
Q4 		– Sell
-3,143
Closed -$233K – 232
2019
Q3 		$233K Sell
3,143
-9,050
-74% -$690K 0.06% 195
2019
Q2 		$944K Buy
12,193
+7,031
+136% +$523K 0.22% 73
2019
Q1 		$394K Buy
+5,162
New +$385K 0.09% 181
2018
Q2 		– Sell
-11,792
Closed -$818K – 322
2018
Q1 		$818K Buy
11,792
+6,822
+137% +$492K 0.18% 92
2017
Q4 		$347K Sell
4,970
-5,764
-54% -$394K 0.12% 165
2017
Q3 		$724K Buy
10,734
+6,353
+145% +$424K 0.17% 103
2017
Q2 		$293K Sell
4,381
-130
-3% -$8.35K 0.1% 177
2017
Q1 		$282K Buy
+4,511
New +$275K 0.07% 212
2016
Q4 		– Sell
-10,096
Closed -$614K – 269
2016
Q3 		$614K Buy
10,096
+2,970
+42% +$181K 0.2% 81
2016
Q2 		$420K Buy
7,126
+1,741
+32% +$101K 0.13% 120
2016
Q1 		$300K Buy
+5,385
New +$291K 0.09% 139

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Jaffetilchin Investment Partners's FXH Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 4,005 shares — an estimated $456K sold.

Jaffetilchin Investment Partners first reported a position in FXH in Q1 2016 and held it in 23 quarters. The position peaked at $1.07M in Q2 2020. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Jaffetilchin Investment Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 4,005 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $456K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2016 and held it in 23 quarters.
  • Jaffetilchin Investment Partners's First Trust Health Care AlphaDEX Fund position peaked at $1.07M in Q2 2020.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.