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ORG Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

ORG Partners’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
Q4 		$164K Hold
1,438
– – 0.03% 358
2025
Q3 		$158K Hold
1,438
– – 0.03% 375
2025
Q2 		$150K Buy
+1,438
New +$144K 0.03% 364

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ORG Partners's FXH Position: Q4 2025 in Review

ORG Partners held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q4 2025 at 1,438 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #358.

ORG Partners first reported a position in FXH in Q2 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold FXH as of Q4 2025.

  • ORG Partners held 1,438 shares of First Trust Health Care AlphaDEX Fund worth $164K as of Q4 2025.
  • ORG Partners left its First Trust Health Care AlphaDEX Fund share count unchanged in Q4 2025.
  • First Trust Health Care AlphaDEX Fund made up 0.03% of ORG Partners's portfolio in Q4 2025, its #358 holding.
  • ORG Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.