MOS
FXH icon

MGO One Seven’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

MGO One Seven’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
Q3 		– Sell
-3,312
Closed -$343K – 1356
2025
Q2 		$343K Sell
3,312
-225
-6% -$22.6K 0.01% 882
2025
Q1 		$366K Hold
3,537
– – 0.01% 740
2024
Q4 		$368K Buy
3,537
+109
+3% +$11.8K 0.01% 755
2024
Q3 		$383K Buy
3,428
+90
+3% +$9.86K 0.02% 678
2024
Q2 		$349K Sell
3,338
-355
-10% -$37.3K 0.02% 693
2024
Q1 		$405K Buy
3,693
+1,675
+83% +$177K 0.02% 606
2023
Q4 		$209K Sell
2,018
-650
-24% -$62.6K 0.01% 825
2023
Q3 		$259K Buy
2,668
+500
+23% +$51.9K 0.02% 688
2023
Q2 		$235K Hold
2,168
– – 0.02% 679
2023
Q1 		$233K Sell
2,168
-3,938
-64% -$428K 0.01% 751
2022
Q4 		$664K Sell
6,106
-805
-12% -$84.4K 0.07% 318
2022
Q3 		$671K Sell
6,911
-397
-5% -$41.8K 0.03% 324
2022
Q2 		$754K Buy
7,308
+526
+8% +$56.6K 0.1% 224
2022
Q1 		$778K Buy
6,782
+1,620
+31% +$182K 0.08% 260
2021
Q4 		$641K Hold
5,162
– – 0.07% 310
2021
Q3 		$624K Sell
5,162
-916
-15% -$112K 0.08% 287
2021
Q2 		$712K Sell
6,078
-640
-10% -$73K 0.1% 255
2021
Q1 		$729K Sell
6,718
-225
-3% -$24.6K 0.13% 212
2020
Q4 		$748K Buy
6,943
+185
+3% +$18.8K 0.15% 171
2020
Q3 		$640K Buy
6,758
+1,505
+29% +$141K 0.15% 176
2020
Q2 		$474K Buy
5,253
+1,525
+41% +$131K 0.12% 226
2020
Q1 		$275K Buy
+3,728
New +$303K 0.09% 293
2019
Q2 		– Sell
-11,043
Closed -$843K – 421
2019
Q1 		$843K Buy
11,043
+853
+8% +$63.6K 0.27% 100
2018
Q4 		$701K Buy
+10,190
New +$772K 0.3% 77
2018
Q1 		$64K Buy
929
+62
+7% +$4.47K 0.03% 544
2017
Q4 		$61K Buy
+867
New +$59.2K 0.03% 555

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MGO One Seven's FXH Position: Q3 2025 in Review

MGO One Seven sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2025, closing a stake of 3,312 shares — an estimated $343K sold.

MGO One Seven first reported a position in FXH in Q4 2017 and held it in 26 quarters. The position peaked at $843K in Q1 2019. 219 funds tracked by Wall St. Rank hold FXH as of Q3 2025.

  • MGO One Seven reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • MGO One Seven sold 3,312 First Trust Health Care AlphaDEX Fund shares in Q3 2025, an estimated $343K.
  • MGO One Seven first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 26 quarters.
  • MGO One Seven's First Trust Health Care AlphaDEX Fund position peaked at $843K in Q1 2019.
  • 219 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2025.

Based on MGO One Seven's 13F filing for Q3 2025, filed 24 Oct 2025.