KWA
FXH icon

Kingswood Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Kingswood Wealth Advisors’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 		$3.53M Buy
32,164
+11,367
+55% +$1.29M 0.17% 146
2025
Q4 		$2.37M Buy
20,797
+1,840
+10% +$209K 0.11% 179
2025
Q3 		$2.08M Buy
18,957
+16,515
+676% +$1.73M 0.13% 176
2025
Q2 		$253K Sell
2,442
-3,180
-57% -$319K 0.02% 618
2025
Q1 		$582K Sell
5,622
-130
-2% -$13.9K 0.05% 356
2024
Q4 		$599K Sell
5,752
-30,237
-84% -$3.28M 0.05% 391
2024
Q3 		$4.03M Buy
+35,989
New +$3.94M 0.29% 77

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM