Ken Griffin’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Ken Griffin’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
2023 Q4	–	Sell	-100	Closed	-$9.72K	–	14621
2023 Q3	$9.72K	Buy	+100	New	+$10.4K	﹤0.01%	13110
2023 Q2	–	Sell	-100	Closed	-$10.8K	–	14641
2023 Q1	$10.8K	Hold	100	–	–	﹤0.01%	13509
2022 Q4	$10.9K	Sell	100 -7,300	-99%	-$765K	﹤0.01%	13601
2022 Q3	$719K	Buy	+7,400	New	+$779K	﹤0.01%	7699
2021 Q3	–	Sell	-3,600	Closed	-$422K	–	14076
2021 Q2	$422K	Buy	+3,600	New	+$411K	﹤0.01%	10442
2019 Q1	–	Sell	-21,600	Closed	-$1.49M	–	9480
2018 Q4	$1.49M	Buy	+21,600	New	+$1.64M	﹤0.01%	4646
2018 Q2	–	Sell	-3,000	Closed	-$208K	–	8977
2018 Q1	$208K	Buy	+3,000	New	+$216K	﹤0.01%	7296

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Ken Griffin's FXH Position: Q1 2026 in Review

Ken Griffin opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026: 4,582 shares worth $503K. The stake represents ﹤0.01% of the portfolio and ranks #9294 among its holdings. This is a return to the name: Ken Griffin previously reported a position in FXH as recently as Q3 2025.

Ken Griffin first reported a position in FXH in Q1 2014 and has held it in 45 quarters since. The position peaked at $17.3M in Q3 2020. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Ken Griffin held 4,582 shares of First Trust Health Care AlphaDEX Fund worth $503K as of Q1 2026.
First Trust Health Care AlphaDEX Fund was a new Ken Griffin position in Q1 2026.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #9294 holding.
Ken Griffin first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2014 and has held it in 45 quarters since.
Ken Griffin's First Trust Health Care AlphaDEX Fund position peaked at $17.3M in Q3 2020.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.