Nations Financial Group
FXH icon

Nations Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Nations Financial Group’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
Q3 		$254K Sell
1,944
-66
-3% -$8.54K 0.01% 681
2026
Q2 		$246K Hold
2,010
– – 0.01% 694
2026
Q1 		$221K Hold
2,010
– – 0.01% 714
2025
Q4 		$229K Hold
2,010
– – 0.01% 681
2025
Q3 		$220K Sell
2,010
-235
-10% -$24.6K 0.01% 656
2025
Q2 		$233K Buy
2,245
+4
+0.2% +$402 0.02% 613
2025
Q1 		$232K Sell
2,241
-78
-3% -$8.35K 0.02% 579
2024
Q4 		$241K Buy
2,319
+54
+2% +$5.86K 0.02% 600
2024
Q3 		$253K Hold
2,265
– – 0.02% 599
2024
Q2 		$237K Hold
2,265
– – 0.02% 580
2024
Q1 		$248K Sell
2,265
-60
-3% -$6.34K 0.02% 560
2023
Q4 		$241K Hold
2,325
– – 0.02% 561
2023
Q3 		$226K Buy
+2,325
New +$241K 0.02% 557

Other funds holding FXH

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UBS Group
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Prasad Wealth Partners
Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

Nations Financial Group's FXH Position: Q3 2026 in Review

Nations Financial Group reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.3% in Q3 2026, selling an estimated $8.54K and leaving 1,944 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #681.

Nations Financial Group first reported a position in FXH in Q3 2023 and has held it in 13 quarters since. 167 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

  • Nations Financial Group held 1,944 shares of First Trust Health Care AlphaDEX Fund worth $254K as of Q3 2026.
  • Nations Financial Group sold 66 First Trust Health Care AlphaDEX Fund shares in Q3 2026, an estimated $8.54K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #681 holding.
  • Nations Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 13 quarters since.
  • 167 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.