Northwestern Mutual Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1,000K | Buy |
8,170
+340
| +4% | +$39K | ﹤0.01% | 1399 |
|
|
2026
Q1 | $860K | Buy |
7,830
+430
| +6% | +$48.8K | ﹤0.01% | 1397 |
|
|
2025
Q4 | $842K | Sell |
7,400
-857
| -10% | -$97.1K | ﹤0.01% | 1340 |
|
|
2025
Q3 | $906K | Buy |
8,257
+303
| +4% | +$31.8K | ﹤0.01% | 1265 |
|
|
2025
Q2 | $825K | Sell |
7,954
-686
| -8% | -$68.9K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $895K | Sell |
8,640
-308
| -3% | -$33K | ﹤0.01% | 1149 |
|
|
2024
Q4 | $932K | Sell |
8,948
-1,429
| -14% | -$155K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $1.16M | Sell |
10,377
-2,965
| -22% | -$325K | ﹤0.01% | 1008 |
|
|
2024
Q2 | $1.39M | Sell |
13,342
-7,388
| -36% | -$776K | ﹤0.01% | 922 |
|
|
2024
Q1 | $2.27M | Sell |
20,730
-8,936
| -30% | -$944K | ﹤0.01% | 761 |
|
|
2023
Q4 | $3.07M | Buy |
29,666
+310
| +1% | +$29.9K | ﹤0.01% | 656 |
|
|
2023
Q3 | $2.85M | Buy |
29,356
+1,775
| +6% | +$184K | ﹤0.01% | 633 |
|
|
2023
Q2 | $2.99M | Buy |
27,581
+4,031
| +17% | +$432K | ﹤0.01% | 612 |
|
|
2023
Q1 | $2.53M | Buy |
23,550
+8,258
| +54% | +$899K | ﹤0.01% | 626 |
|
|
2022
Q4 | $1.66M | Buy |
15,292
+11,102
| +265% | +$1.16M | ﹤0.01% | 717 |
|
|
2022
Q3 | $407K | Buy |
4,190
+163
| +4% | +$17.2K | ﹤0.01% | 1137 |
|
|
2022
Q2 | $416K | Buy |
4,027
+167
| +4% | +$18K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $443K | Buy |
3,860
+565
| +17% | +$63.3K | ﹤0.01% | 1126 |
|
|
2021
Q4 | $409K | Buy |
3,295
+1,800
| +120% | +$215K | ﹤0.01% | 1156 |
|
|
2021
Q3 | $178K | Sell |
1,495
-82
| -5% | -$10K | ﹤0.01% | 1390 |
|
|
2021
Q2 | $184K | Buy |
1,577
+382
| +32% | +$43.6K | ﹤0.01% | 1346 |
|
|
2021
Q1 | $130K | Hold |
1,195
| – | – | ﹤0.01% | 1388 |
|
|
2020
Q4 | $129K | Hold |
1,195
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q3 | $113K | Buy |
1,195
+12
| +1% | +$1.12K | ﹤0.01% | 1227 |
|
|
2020
Q2 | $107K | Buy |
1,183
+205
| +21% | +$17.6K | ﹤0.01% | 1187 |
|
|
2020
Q1 | $72K | Hold |
978
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q4 | $82K | Sell |
978
-300
| -23% | -$23.8K | ﹤0.01% | 1261 |
|
|
2019
Q3 | $95K | Buy |
1,278
+720
| +129% | +$54.9K | ﹤0.01% | 1175 |
|
|
2019
Q2 | $43K | Sell |
558
-97
| -15% | -$7.21K | ﹤0.01% | 1444 |
|
|
2019
Q1 | $50K | Sell |
655
-125
| -16% | -$9.32K | ﹤0.01% | 1353 |
|
|
2018
Q4 | $54K | Buy |
780
+222
| +40% | +$16.8K | ﹤0.01% | 1217 |
|
|
2018
Q3 | $47K | Sell |
558
-55
| -9% | -$4.39K | ﹤0.01% | 1335 |
|
|
2018
Q2 | $45K | Sell |
613
-587
| -49% | -$42.4K | ﹤0.01% | 1282 |
|
|
2018
Q1 | $83K | Buy |
1,200
+722
| +151% | +$52.1K | ﹤0.01% | 1015 |
|
|
2017
Q4 | $33K | Hold |
478
| – | – | ﹤0.01% | 1309 |
|
|
2017
Q3 | $32K | Hold |
478
| – | – | ﹤0.01% | 1281 |
|
|
2017
Q2 | $32K | Hold |
478
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q1 | $30K | Hold |
478
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q4 | $27K | Hold |
478
| – | – | ﹤0.01% | 1240 |
|
|
2016
Q3 | $29K | Buy |
478
+180
| +60% | +$10.9K | ﹤0.01% | 1125 |
|
|
2016
Q2 | $18K | Hold |
298
| – | – | ﹤0.01% | 1194 |
|
|
2016
Q1 | $17K | Hold |
298
| – | – | ﹤0.01% | 1250 |
|
|
2015
Q4 | $18K | Sell |
298
-103
| -26% | -$6.15K | ﹤0.01% | 1025 |
|
|
2015
Q3 | $23K | Sell |
401
-93
| -19% | -$6.17K | ﹤0.01% | 883 |
|
|
2015
Q2 | $34K | Buy |
494
+298
| +152% | +$20.2K | ﹤0.01% | 756 |
|
|
2015
Q1 | $13K | Sell |
196
-193
| -50% | -$12.3K | ﹤0.01% | 973 |
|
|
2014
Q4 | $23K | Buy |
+389
| New | +$22.7K | ﹤0.01% | 853 |
|
|
2014
Q3 | – | Sell |
-477
| Closed | -$25K | – | 1372 |
|
|
2014
Q2 | $25K | Buy |
+477
| New | +$24.2K | ﹤0.01% | 718 |
|
|
2014
Q1 | – | Sell |
-380
| Closed | -$18K | – | 1340 |
|
|
2013
Q4 | $18K | Buy |
+380
| New | +$17.4K | ﹤0.01% | 800 |
|
Other funds holding FXH
PWP
PFA
Northwestern Mutual Wealth Management's FXH Position: Q2 2026 in Review
Northwestern Mutual Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 4.3% in Q2 2026, buying an estimated $39K and bringing the position to 8,170 shares worth $1,000K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.
Northwestern Mutual Wealth Management first reported a position in FXH in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.07M in Q4 2023. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2026.
- Northwestern Mutual Wealth Management held 8,170 shares of First Trust Health Care AlphaDEX Fund worth $1,000K as of Q2 2026.
- Northwestern Mutual Wealth Management bought 340 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $39K.
- First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1399 holding.
- Northwestern Mutual Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2013 and has held it in 49 quarters since.
- Northwestern Mutual Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $3.07M in Q4 2023.
- 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.