LPL Financial
FXH icon

LPL Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

LPL Financial’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 		$30.9M Sell
281,852
-9,857
-3% -$1.12M 0.01% 1178
2025
Q4 		$33.2M Sell
291,709
-1,599
-0.5% -$181K 0.01% 1079
2025
Q3 		$32.2M Sell
293,308
-14,970
-5% -$1.57M 0.01% 1066
2025
Q2 		$32M Sell
308,278
-26,781
-8% -$2.69M 0.01% 987
2025
Q1 		$34.7M Sell
335,059
-39,267
-10% -$4.21M 0.01% 869
2024
Q4 		$39M Sell
374,326
-68,254
-15% -$7.41M 0.02% 767
2024
Q3 		$49.5M Sell
442,580
-15,854
-3% -$1.74M 0.02% 619
2024
Q2 		$47.9M Sell
458,434
-59,187
-11% -$6.22M 0.02% 577
2024
Q1 		$56.7M Sell
517,621
-14,168
-3% -$1.5M 0.03% 505
2023
Q4 		$55.1M Sell
531,789
-71,220
-12% -$6.86M 0.03% 470
2023
Q3 		$58.6M Buy
603,009
+27,258
+5% +$2.83M 0.04% 411
2023
Q2 		$62.4M Sell
575,751
-83,117
-13% -$8.9M 0.04% 381
2023
Q1 		$70.8M Buy
658,868
+39,071
+6% +$4.25M 0.06% 317
2022
Q4 		$67.4M Buy
619,797
+130,048
+27% +$13.6M 0.06% 309
2022
Q3 		$47.6M Buy
489,749
+71,330
+17% +$7.51M 0.05% 358
2022
Q2 		$43.1M Buy
418,419
+41,326
+11% +$4.45M 0.04% 378
2022
Q1 		$43.2M Buy
377,093
+20,479
+6% +$2.3M 0.04% 389
2021
Q4 		$44.3M Buy
356,614
+27
+0% +$3.23K 0.04% 389
2021
Q3 		$42.4M Buy
356,587
+26,535
+8% +$3.25M 0.04% 376
2021
Q2 		$38.7M Sell
330,052
-4,844
-1% -$553K 0.04% 385
2021
Q1 		$36.4M Sell
334,896
-118
-0% -$12.9K 0.04% 367
2020
Q4 		$36.1M Buy
335,014
+3,304
+1% +$336K 0.05% 319
2020
Q3 		$31.4M Buy
331,710
+21,460
+7% +$2.01M 0.05% 308
2020
Q2 		$28M Sell
310,250
-23,722
-7% -$2.03M 0.05% 293
2020
Q1 		$24.7M Sell
333,972
-36,797
-10% -$2.99M 0.05% 268
2019
Q4 		$31.2M Sell
370,769
-74,858
-17% -$5.93M 0.06% 264
2019
Q3 		$33M Sell
445,627
-14,110
-3% -$1.08M 0.07% 238
2019
Q2 		$35.6M Sell
459,737
-82,621
-15% -$6.14M 0.08% 226
2019
Q1 		$41.4M Sell
542,358
-5,600
-1% -$418K 0.09% 192
2018
Q4 		$37.7M Buy
547,958
+115,514
+27% +$8.75M 0.1% 179
2018
Q3 		$36.7M Buy
432,444
+117,578
+37% +$9.39M 0.09% 202
2018
Q2 		$23.4M Buy
314,866
+54,787
+21% +$3.96M 0.06% 250
2018
Q1 		$18.1M Sell
260,079
-5,169
-2% -$373K 0.05% 300
2017
Q4 		$18.5M Sell
265,248
-104,824
-28% -$7.16M 0.06% 269
2017
Q3 		$24.9M Sell
370,072
-50,330
-12% -$3.36M 0.09% 195
2017
Q2 		$28.1M Sell
420,402
-24,017
-5% -$1.54M 0.11% 173
2017
Q1 		$27.7M Buy
444,419
+21,111
+5% +$1.29M 0.19% 88
2016
Q4 		$24.5M Sell
423,308
-32,943
-7% -$1.91M 0.19% 85
2016
Q3 		$27.4M Sell
456,251
-108,149
-19% -$6.58M 0.26% 69
2016
Q2 		$33.5M Sell
564,400
-790,578
-58% -$45.8M 0.28% 64
2016
Q1 		$76.2M Sell
1,354,978
-441,243
-25% -$23.9M 0.21% 102
2015
Q4 		$107M Buy
1,796,221
+863,680
+93% +$51.6M 0.3% 69
2015
Q3 		$55.7M Sell
932,541
-73,245
-7% -$4.86M 0.31% 70
2015
Q2 		$69.1M Buy
1,005,786
+132,329
+15% +$8.95M 0.35% 63
2015
Q1 		$57.9M Buy
873,457
+186,993
+27% +$11.9M 0.3% 72
2014
Q4 		$41.4M Sell
686,464
-83,788
-11% -$4.89M 0.23% 89
2014
Q3 		$42.5M Buy
770,252
+183,407
+31% +$10.1M 0.25% 77
2014
Q2 		$31.3M Sell
586,845
-222,664
-28% -$11.3M 0.18% 118
2014
Q1 		$41.2M Buy
809,509
+91,828
+13% +$4.68M 0.25% 78
2013
Q4 		$34.5M Buy
717,681
+27,833
+4% +$1.27M 0.22% 93
2013
Q3 		$30.1M Buy
689,848
+109,685
+19% +$4.63M 0.2% 100
2013
Q2 		$23M Buy
+580,163
New +$22.8M 0.17% 116

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
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 $549M AUM 22.95% 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 $667M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's FXH Position: Q1 2026 in Review

LPL Financial reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.4% in Q1 2026, selling an estimated $1.12M and leaving 281,852 shares worth $30.9M. The position accounts for 0.01% of the portfolio, ranked #1178.

LPL Financial first reported a position in FXH in Q2 2013 and has held it in 52 quarters since. The position peaked at $107M in Q4 2015. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • LPL Financial held 281,852 shares of First Trust Health Care AlphaDEX Fund worth $30.9M as of Q1 2026.
  • LPL Financial sold 9,857 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $1.12M.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1178 holding.
  • LPL Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's First Trust Health Care AlphaDEX Fund position peaked at $107M in Q4 2015.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.