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Principal Securities’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Principal Securities’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 		– Sell
-40
Closed -$4.39K – 2177
2025
Q3 		$4.39K Hold
40
– – ﹤0.01% 3009
2025
Q2 		$4.15K Buy
40
+4
+11% +$402 ﹤0.01% 2916
2025
Q1 		$3.75K Hold
36
– – ﹤0.01% 2875
2024
Q4 		$3.75K Sell
36
-694
-95% -$75.4K ﹤0.01% 2872
2024
Q3 		$81.7K Buy
730
+69
+10% +$7.56K ﹤0.01% 1486
2024
Q2 		$69.1K Buy
661
+26
+4% +$2.73K ﹤0.01% 1467
2024
Q1 		$69.6K Buy
635
+296
+87% +$31.3K ﹤0.01% 1419
2023
Q4 		$35.1K Buy
+339
New +$32.7K ﹤0.01% 1636

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

Principal Securities's FXH Position: Q4 2025 in Review

Principal Securities sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2025, closing a stake of 40 shares — an estimated $4.39K sold.

Principal Securities first reported a position in FXH in Q4 2023 and held it in 8 quarters. The position peaked at $81.7K in Q3 2024. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2025.

  • Principal Securities reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 40 First Trust Health Care AlphaDEX Fund shares in Q4 2025, an estimated $4.39K.
  • Principal Securities first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Trust Health Care AlphaDEX Fund position peaked at $81.7K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.