PCA Investment Advisory Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

PCA Investment Advisory Services’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	-2,142	Closed	-$223K	–	81
2024 Q4	$223K	Sell	2,142 -607	-22%	-$65.9K	0.1%	127
2024 Q3	$307K	Sell	2,749 -220	-7%	-$24.1K	0.14%	95
2024 Q2	$310K	Sell	2,969 -1,240	-29%	-$130K	0.16%	85
2024 Q1	$461K	Sell	4,209 -15	-0.4%	-$1.58K	0.26%	59
2023 Q4	$437K	Sell	4,224 -648	-13%	-$62.4K	0.29%	57
2023 Q3	$473K	Sell	4,872 -9	-0.2%	-$934	0.34%	48
2023 Q2	$529K	Sell	4,881 -210	-4%	-$22.5K	0.32%	48
2023 Q1	$548K	Buy	+5,091	New	+$554K	0.39%	45

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

PCA Investment Advisory Services's FXH Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 2,142 shares — an estimated $223K sold.

PCA Investment Advisory Services first reported a position in FXH in Q1 2023 and held it in 8 quarters. The position peaked at $548K in Q1 2023. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

PCA Investment Advisory Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 2,142 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $223K.
PCA Investment Advisory Services first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's First Trust Health Care AlphaDEX Fund position peaked at $548K in Q1 2023.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.