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 Q2	$1.43M	Buy	+11,700	New	+$1.34M	﹤0.01%	7275
2026 Q1	–	Sell	-4,200	Closed	-$478K	–	13477
2025 Q4	$478K	Buy	+4,200	New	+$476K	﹤0.01%	8900
2022 Q1	–	Sell	-4,200	Closed	-$521K	–	13329
2021 Q4	$521K	Buy	+4,200	New	+$503K	﹤0.01%	9089
2021 Q2	–	Sell	-3,400	Closed	-$369K	–	12780
2021 Q1	$369K	Buy	+3,400	New	+$372K	﹤0.01%	10161
2016 Q4	–	Sell	-3,600	Closed	-$219K	–	9750
2016 Q3	$219K	Sell	3,600 -7,000	-66%	-$426K	﹤0.01%	7439
2016 Q2	$625K	Sell	10,600 -2,300	-18%	-$133K	﹤0.01%	5747
2016 Q1	$719K	Buy	12,900 +9,100	+239%	+$492K	﹤0.01%	5739
2015 Q4	$230K	Sell	3,800 -501,600	-99%	-$30M	﹤0.01%	8193
2015 Q3	$29.4M	Buy	+505,400	New	+$33.5M	0.01%	931
2014 Q2	–	Sell	-6,400	Closed	-$326K	–	9871
2014 Q1	$326K	Buy	+6,400	New	+$326K	﹤0.01%	7469

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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.