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LaSalle St. Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

LaSalle St. Investment 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 		$313K Buy
2,848
+10
+0.4% +$1.13K 0.04% 290
2025
Q4 		$323K Sell
2,838
-14
-0.5% -$1.59K 0.05% 257
2025
Q3 		$312K Sell
2,852
-116
-4% -$12.2K 0.06% 245
2025
Q2 		$307K Sell
2,968
-825
-22% -$82.9K 0.08% 223
2025
Q1 		$392K Sell
3,793
-5
-0.1% -$535 0.09% 180
2024
Q4 		$395K Buy
+3,798
New +$412K 0.12% 160

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

LaSalle St. Investment Advisors's FXH Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.35% in Q1 2026, buying an estimated $1.13K and bringing the position to 2,848 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #290.

LaSalle St. Investment Advisors first reported a position in FXH in Q4 2024 and has held it in 6 quarters since. The position peaked at $395K in Q4 2024. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • LaSalle St. Investment Advisors held 2,848 shares of First Trust Health Care AlphaDEX Fund worth $313K as of Q1 2026.
  • LaSalle St. Investment Advisors bought 10 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $1.13K.
  • First Trust Health Care AlphaDEX Fund made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #290 holding.
  • LaSalle St. Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
  • LaSalle St. Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $395K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.