Mariner
FXH icon

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

Mariner’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
Q2 		– Sell
-1,921
Closed -$211K – 3676
2026
Q1 		$211K Sell
1,921
-17
-0.9% -$1.93K ﹤0.01% 3139
2025
Q4 		$221K Hold
1,938
– – ﹤0.01% 3094
2025
Q3 		$212K Sell
1,938
-237
-11% -$24.9K ﹤0.01% 3122
2025
Q2 		$225K Sell
2,175
-259
-11% -$26K ﹤0.01% 2952
2025
Q1 		$252K Buy
2,434
+228
+10% +$24.4K ﹤0.01% 2795
2024
Q4 		$230K Sell
2,206
-811
-27% -$88.1K ﹤0.01% 2886
2024
Q3 		$337K Sell
3,017
-4,815
-61% -$527K ﹤0.01% 2468
2024
Q2 		$819K Sell
7,832
-168
-2% -$17.6K ﹤0.01% 1650
2024
Q1 		$877K Sell
8,000
-1,136
-12% -$120K ﹤0.01% 1601
2023
Q4 		$946K Buy
+9,136
New +$880K ﹤0.01% 1471
2023
Q2 		– Sell
-2,121
Closed -$228K – 2861
2023
Q1 		$228K Sell
2,121
-1,500
-41% -$163K ﹤0.01% 2302
2022
Q4 		$394K Buy
3,621
+715
+25% +$75K ﹤0.01% 1822
2022
Q3 		$282K Buy
+2,906
New +$306K ﹤0.01% 1818
2016
Q4 		– Sell
-120
Closed -$7K – 651
2016
Q3 		$7K Buy
+120
New +$7.3K ﹤0.01% 746

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Mariner's FXH Position: Q2 2026 in Review

Mariner sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2026, closing a stake of 1,921 shares — an estimated $211K sold.

Mariner first reported a position in FXH in Q3 2016 and held it in 14 quarters. The position peaked at $946K in Q4 2023. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Mariner reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 1,921 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $211K.
  • Mariner first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2016 and held it in 14 quarters.
  • Mariner's First Trust Health Care AlphaDEX Fund position peaked at $946K in Q4 2023.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.