LMKC
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L.M. Kohn & Company’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-2,416
Closed -$250K – 188
2025
Q2 		$250K Sell
2,416
-260
-10% -$26.1K 0.07% 232
2025
Q1 		$277K Sell
2,676
-441
-14% -$47.2K 0.07% 213
2024
Q4 		$325K Sell
3,117
-1,125
-27% -$122K 0.08% 175
2024
Q3 		$475K Sell
4,242
-1,296
-23% -$142K 0.12% 153
2024
Q2 		$579K Buy
5,538
+30
+0.5% +$3.15K 0.16% 132
2024
Q1 		$604K Buy
5,508
+1,995
+57% +$211K 0.17% 128
2023
Q4 		$364K Buy
3,513
+251
+8% +$24.2K 0.12% 158
2023
Q3 		$317K Buy
3,262
+63
+2% +$6.54K 0.12% 155
2023
Q2 		$346K Buy
3,199
+59
+2% +$6.32K 0.13% 148
2023
Q1 		$338K Buy
3,140
+161
+5% +$17.5K 0.14% 150
2022
Q4 		$324K Sell
2,979
-230
-7% -$24.1K 0.15% 146
2022
Q3 		$312K Hold
3,209
– – 0.15% 148
2022
Q2 		$331K Hold
3,209
– – 0.15% 156
2022
Q1 		$368K Buy
+3,209
New +$360K 0.14% 167

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

L.M. Kohn & Company's FXH Position: Q3 2025 in Review

L.M. Kohn & Company sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2025, closing a stake of 2,416 shares — an estimated $250K sold.

L.M. Kohn & Company first reported a position in FXH in Q1 2022 and held it in 14 quarters. The position peaked at $604K in Q1 2024. 219 funds tracked by Wall St. Rank hold FXH as of Q3 2025.

  • L.M. Kohn & Company reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 2,416 First Trust Health Care AlphaDEX Fund shares in Q3 2025, an estimated $250K.
  • L.M. Kohn & Company first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's First Trust Health Care AlphaDEX Fund position peaked at $604K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.