JY
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Jeff Yass’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Jeff Yass’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
-5,100
Closed -$580K – 13476
2025
Q4 		$580K Buy
+5,100
New +$578K ﹤0.01% 8443
2023
Q4 		– Sell
-4,200
Closed -$408K – 12669
2023
Q3 		$408K Sell
4,200
-10,400
-71% -$1.08M ﹤0.01% 8704
2023
Q2 		$1.58M Buy
14,600
+1,200
+9% +$128K ﹤0.01% 5647
2023
Q1 		$1.44M Sell
13,400
-10,600
-44% -$1.15M ﹤0.01% 5897
2022
Q4 		$2.61M Sell
24,000
-6,500
-21% -$682K ﹤0.01% 4241
2022
Q3 		$2.96M Buy
30,500
+20,400
+202% +$2.15M ﹤0.01% 4119
2022
Q2 		$1.04M Sell
10,100
-13,200
-57% -$1.42M ﹤0.01% 6442
2022
Q1 		$2.67M Buy
23,300
+8,800
+61% +$986K ﹤0.01% 4845
2021
Q4 		$1.8M Buy
14,500
+2,900
+25% +$347K ﹤0.01% 5756
2021
Q3 		$1.38M Buy
11,600
+1,900
+20% +$233K ﹤0.01% 6697
2021
Q2 		$1.14M Sell
9,700
-3,900
-29% -$445K ﹤0.01% 7413
2021
Q1 		$1.48M Sell
13,600
-4,600
-25% -$503K ﹤0.01% 6680
2020
Q4 		$1.96M Sell
18,200
-6,500
-26% -$661K ﹤0.01% 5144
2020
Q3 		$2.34M Buy
24,700
+6,800
+38% +$637K ﹤0.01% 4318
2020
Q2 		$1.61M Buy
17,900
+4,900
+38% +$420K ﹤0.01% 4881
2020
Q1 		$962K Sell
13,000
-1,000
-7% -$81.2K ﹤0.01% 5500
2019
Q4 		$1.18M Buy
14,000
+4,300
+44% +$341K ﹤0.01% 5204
2019
Q3 		$718K Buy
+9,700
New +$740K ﹤0.01% 6461
2019
Q2 		– Sell
-3,900
Closed -$298K – 10418
2019
Q1 		$298K Sell
3,900
-1,100
-22% -$82K ﹤0.01% 7223
2018
Q4 		$344K Buy
+5,000
New +$379K ﹤0.01% 6748

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Jeff Yass's FXH Position: Q2 2026 in Review

Jeff Yass sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 24,339 shares — an estimated $2.79M sold.

Jeff Yass first reported a position in FXH in Q2 2013 and held it in 48 quarters. The position peaked at $12.2M in Q4 2018. 250 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Jeff Yass reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 24,339 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $2.79M.
  • Jeff Yass first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 48 quarters.
  • Jeff Yass's First Trust Health Care AlphaDEX Fund position peaked at $12.2M in Q4 2018.
  • 250 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.