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
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 $1.66T 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 $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