PCS
FXH icon

Private Client Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Private Client 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
-2,186
Closed -$228K – 194
2024
Q4 		$228K Buy
2,186
+146
+7% +$15.9K 0.12% 169
2024
Q3 		$228K Buy
+2,040
New +$223K 0.12% 153

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Private Client Services's FXH Position: Q1 2025 in Review

Private Client Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 2,186 shares — an estimated $228K sold.

Private Client Services first reported a position in FXH in Q3 2024 and held it in 2 quarters. The position peaked at $228K in Q3 2024. 248 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

  • Private Client Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Private Client Services sold 2,186 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $228K.
  • Private Client Services first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and held it in 2 quarters.
  • Private Client Services's First Trust Health Care AlphaDEX Fund position peaked at $228K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on Private Client Services's 13F filing for Q1 2025, filed 8 Apr 2025.