Rossby Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Rossby Financial’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
2026 Q3	$45.4K	Buy	347 +106	+44%	+$13.7K	0.01%	943
2026 Q2	$29.5K	Hold	241	–	–	0.01%	854
2026 Q1	$26.7K	Sell	241 -13	-5%	-$1.47K	0.01%	919
2025 Q4	$28.9K	Sell	254 -47	-16%	-$5.33K	0.01%	650
2025 Q3	$33.6K	Hold	301	–	–	0.01%	610
2025 Q2	$31.2K	Sell	301 -18	-6%	-$1.81K	0.01%	578
2025 Q1	$31.5K	Buy	+319	New	+$34.2K	0.01%	549

Other funds holding FXH

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rossby Financial's FXH Position: Q3 2026 in Review

Rossby Financial increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 44% in Q3 2026, buying an estimated $13.7K and bringing the position to 347 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #943.

Rossby Financial first reported a position in FXH in Q1 2025 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

Rossby Financial held 347 shares of First Trust Health Care AlphaDEX Fund worth $45.4K as of Q3 2026.
Rossby Financial bought 106 First Trust Health Care AlphaDEX Fund shares in Q3 2026, an estimated $13.7K.
First Trust Health Care AlphaDEX Fund made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #943 holding.
Rossby Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.