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Lee, Danner & Bass’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-200
Closed -$20.8K – 400
2024
Q4 		$20.8K Buy
+200
New +$21.7K ﹤0.01% 454

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lee, Danner & Bass's FXH Position: Q1 2025 in Review

Lee, Danner & Bass sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 200 shares — an estimated $20.8K sold.

Lee, Danner & Bass first reported a position in FXH in Q4 2024 and held it in 1 quarter. The position peaked at $20.8K in Q4 2024. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

  • Lee, Danner & Bass reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 200 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $20.8K.
  • Lee, Danner & Bass first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's First Trust Health Care AlphaDEX Fund position peaked at $20.8K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.