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

Richmond Investment 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
Q2 		– Sell
-2,062
Closed -$214K – 208
2025
Q1 		$214K Buy
2,062
+1
+0% +$107 0.12% 106
2024
Q4 		$215K Buy
+2,061
New +$224K 0.12% 104

Other funds holding FXH

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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
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Richmond Investment Services's FXH Position: Q2 2025 in Review

Richmond Investment Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 2,062 shares — an estimated $214K sold.

Richmond Investment Services first reported a position in FXH in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q4 2024. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Richmond Investment Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Richmond Investment Services sold 2,062 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $214K.
  • Richmond Investment Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • Richmond Investment Services's First Trust Health Care AlphaDEX Fund position peaked at $215K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Richmond Investment Services's 13F filing for Q2 2025, filed 12 Aug 2025.