NWAM LLC’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

NWAM LLC’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	$201K	Buy	+1,538	New	+$199K	0.01%	681

Other funds holding FXH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

NWAM LLC's FXH Position: Q3 2026 in Review

NWAM LLC opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q3 2026: 1,538 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings.

167 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

NWAM LLC held 1,538 shares of First Trust Health Care AlphaDEX Fund worth $201K as of Q3 2026.
First Trust Health Care AlphaDEX Fund was a new NWAM LLC position in Q3 2026.
First Trust Health Care AlphaDEX Fund made up 0.01% of NWAM LLC's portfolio in Q3 2026, its #681 holding.
167 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.