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MorganRosel Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

MorganRosel Wealth Management’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
-450
Closed -$46.7K – 196
2025
Q2 		$46.7K Hold
450
– – 0.01% 188
2025
Q1 		$46.6K Buy
+450
New +$48.2K 0.01% 170

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

MorganRosel Wealth Management's FXH Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2025, closing a stake of 450 shares — an estimated $46.7K sold.

MorganRosel Wealth Management first reported a position in FXH in Q1 2025 and held it in 2 quarters. The position peaked at $46.7K in Q2 2025. 220 funds tracked by Wall St. Rank hold FXH as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 450 First Trust Health Care AlphaDEX Fund shares in Q3 2025, an estimated $46.7K.
  • MorganRosel Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $46.7K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.