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Pinnacle Family Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Pinnacle Family Advisors’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
-2,177
Closed -$227K – 113
2024
Q4 		$227K Sell
2,177
-1,262
-37% -$137K 0.11% 101
2024
Q3 		$385K Buy
3,439
+24
+0.7% +$2.63K 0.2% 91
2024
Q2 		$357K Sell
3,415
-97
-3% -$10.2K 0.2% 82
2024
Q1 		$385K Sell
3,512
-5
-0.1% -$528 0.21% 67
2023
Q4 		$364K Sell
3,517
-221
-6% -$21.3K 0.21% 70
2023
Q3 		$363K Buy
3,738
+227
+6% +$23.6K 0.21% 62
2023
Q2 		$380K Sell
3,511
-20
-0.6% -$2.14K 0.21% 74
2023
Q1 		$380K Buy
3,531
+50
+1% +$5.44K 0.23% 75
2022
Q4 		$378K Buy
3,481
+300
+9% +$31.5K 0.27% 63
2022
Q3 		$309K Buy
+3,181
New +$335K 0.27% 63
2020
Q1 		– Sell
-21,125
Closed -$1.78M – 73
2019
Q4 		$1.78M Buy
+21,125
New +$1.67M 1.6% 15
2019
Q1 		– Sell
-39,787
Closed -$2.74M – 73
2018
Q4 		$2.74M Buy
+39,787
New +$3.01M 1.84% 14
2017
Q4 		– Sell
-41,790
Closed -$2.82M – 74
2017
Q3 		$2.82M Buy
+41,790
New +$2.79M 1.32% 23
2017
Q2 		– Sell
-13,655
Closed -$852K – 69
2017
Q1 		$852K Buy
+13,655
New +$833K 0.53% 34

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pinnacle Family Advisors's FXH Position: Q1 2025 in Review

Pinnacle Family Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 2,177 shares — an estimated $227K sold.

Pinnacle Family Advisors first reported a position in FXH in Q1 2017 and held it in 14 quarters. The position peaked at $2.82M in Q3 2017. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

  • Pinnacle Family Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 2,177 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $227K.
  • Pinnacle Family Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2017 and held it in 14 quarters.
  • Pinnacle Family Advisors's First Trust Health Care AlphaDEX Fund position peaked at $2.82M in Q3 2017.
  • 247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on Pinnacle Family Advisors's 13F filing for Q1 2025, filed 15 May 2025.