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

NewEdge Wealth’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 Q1	–	Sell	-4,072	Closed	-$424K	–	959
2024 Q4	$424K	Sell	4,072 -5,359	-57%	-$582K	0.01%	674
2024 Q3	$1.05M	Sell	9,431 -236	-2%	-$25.9K	0.02%	466
2024 Q2	$1.01M	Sell	9,667 -124	-1%	-$13K	0.02%	419
2024 Q1	$1.02M	Buy	9,791 +2	+0%	+$211	0.02%	423
2023 Q4	$1.01M	Sell	9,789 -723	-7%	-$69.7K	0.03%	398
2023 Q3	$1.02M	Hold	10,512	–	–	0.03%	352
2023 Q2	$1.14M	Buy	10,512 +6,455	+159%	+$691K	0.04%	331
2023 Q1	$436K	Buy	+4,057	New	+$441K	0.02%	434

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Wealth's FXH Position: Q1 2025 in Review

NewEdge Wealth sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 4,072 shares — an estimated $424K sold.

NewEdge Wealth first reported a position in FXH in Q1 2023 and held it in 8 quarters. The position peaked at $1.14M in Q2 2023. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

NewEdge Wealth reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
NewEdge Wealth sold 4,072 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $424K.
NewEdge Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and held it in 8 quarters.
NewEdge Wealth's First Trust Health Care AlphaDEX Fund position peaked at $1.14M in Q2 2023.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on NewEdge Wealth's 13F filing for Q1 2025, filed 9 May 2025.