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

Moment Partners’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
Q2 		– Sell
-15,862
Closed -$1.64M – 115
2025
Q1 		$1.64M Sell
15,862
-166
-1% -$17.8K 0.33% 22
2024
Q4 		$1.67M Buy
+16,028
New +$1.74M 0.32% 22

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
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moment Partners's FXH Position: Q2 2025 in Review

Moment Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 15,862 shares — an estimated $1.64M sold.

Moment Partners first reported a position in FXH in Q4 2024 and held it in 2 quarters. The position peaked at $1.67M in Q4 2024. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Moment Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Moment Partners sold 15,862 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $1.64M.
  • Moment Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • Moment Partners's First Trust Health Care AlphaDEX Fund position peaked at $1.67M in Q4 2024.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Moment Partners's 13F filing for Q2 2025, filed 31 Jul 2025.