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Rothschild Investment LLC’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Rothschild Investment LLC’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
Q1 		$54.9K Buy
+500
New +$56.7K ﹤0.01% 1085
2023
Q2 		– Sell
-2,500
Closed -$269K – 496
2023
Q1 		$269K Hold
2,500
– – 0.02% 404
2022
Q4 		$272K Hold
2,500
– – 0.03% 387
2022
Q3 		$243K Hold
2,500
– – 0.02% 400
2022
Q2 		$258K Hold
2,500
– – 0.02% 393
2022
Q1 		$287K Hold
2,500
– – 0.02% 398
2021
Q4 		$310K Hold
2,500
– – 0.02% 392
2021
Q3 		$298K Hold
2,500
– – 0.03% 391
2021
Q2 		$293K Hold
2,500
– – 0.02% 398
2021
Q1 		$272K Hold
2,500
– – 0.02% 402
2020
Q4 		$269K Hold
2,500
– – 0.03% 372
2020
Q3 		$237K Hold
2,500
– – 0.03% 372
2020
Q2 		$226K Buy
+2,500
New +$214K 0.03% 362
2020
Q1 		– Sell
-2,500
Closed -$211K – 441
2019
Q4 		$211K Buy
+2,500
New +$198K 0.02% 417
2018
Q4 		– Sell
-2,500
Closed -$212K – 375
2018
Q3 		$212K Buy
+2,500
New +$200K 0.03% 350
2018
Q1 		– Sell
-12,700
Closed -$886K – 391
2017
Q4 		$886K Sell
12,700
-900
-7% -$61.5K 0.1% 207
2017
Q3 		$917K Sell
13,600
-525
-4% -$35K 0.1% 206
2017
Q2 		$944K Sell
14,125
-425
-3% -$27.3K 0.11% 208
2017
Q1 		$908K Buy
14,550
+275
+2% +$16.8K 0.11% 206
2016
Q4 		$818K Buy
14,275
+1,325
+10% +$76.7K 0.1% 210
2016
Q3 		$788K Sell
12,950
-150
-1% -$9.12K 0.1% 200
2016
Q2 		$772K Buy
13,100
+300
+2% +$17.4K 0.1% 205
2016
Q1 		$713K Buy
12,800
+800
+7% +$43.2K 0.09% 217
2015
Q4 		$725K Buy
12,000
+1,250
+12% +$74.6K 0.09% 226
2015
Q3 		$626K Buy
10,750
+3,825
+55% +$254K 0.08% 243
2015
Q2 		$477K Buy
6,925
+600
+9% +$40.6K 0.06% 309
2015
Q1 		$424K Buy
6,325
+850
+16% +$54.2K 0.05% 324
2014
Q4 		$330K Buy
+5,475
New +$319K 0.04% 360

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM

Rothschild Investment LLC's FXH Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026: 500 shares worth $54.9K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in FXH as recently as Q1 2023.

Rothschild Investment LLC first reported a position in FXH in Q4 2014 and has held it in 28 quarters since. The position peaked at $944K in Q2 2017. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • Rothschild Investment LLC held 500 shares of First Trust Health Care AlphaDEX Fund worth $54.9K as of Q1 2026.
  • First Trust Health Care AlphaDEX Fund was a new Rothschild Investment LLC position in Q1 2026.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1085 holding.
  • Rothschild Investment LLC first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2014 and has held it in 28 quarters since.
  • Rothschild Investment LLC's First Trust Health Care AlphaDEX Fund position peaked at $944K in Q2 2017.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.