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SeaCrest Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

SeaCrest Wealth Management’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
-4,454
Closed -$461K – 649
2025
Q1 		$461K Hold
4,454
– – 0.05% 349
2024
Q4 		$464K Sell
4,454
-775
-15% -$84.2K 0.05% 354
2024
Q3 		$585K Buy
5,229
+2
+0% +$219 0.06% 304
2024
Q2 		$546K Buy
5,227
+3
+0.1% +$315 0.06% 289
2024
Q1 		$573K Buy
5,224
+2
+0% +$211 0.07% 285
2023
Q4 		$544K Sell
5,222
-68
-1% -$6.55K 0.07% 286
2023
Q3 		$514K Buy
5,290
+1
+0% +$104 0.07% 299
2023
Q2 		$573K Buy
5,289
+1
+0% +$107 0.07% 280
2023
Q1 		$569K Sell
5,288
-16
-0.3% -$1.74K 0.08% 289
2022
Q4 		$577K Buy
5,304
+65
+1% +$6.82K 0.08% 282
2022
Q3 		$509K Sell
5,239
-337
-6% -$35.5K 0.08% 296
2022
Q2 		$575K Hold
5,576
– – 0.07% 285
2022
Q1 		$639K Sell
5,576
-200
-3% -$22.4K 0.07% 289
2021
Q4 		$717K Sell
5,776
-150
-3% -$18K 0.08% 254
2021
Q3 		$705K Sell
5,926
-171
-3% -$20.9K 0.09% 245
2021
Q2 		$714K Hold
6,097
– – 0.09% 255
2021
Q1 		$662K Sell
6,097
-942
-13% -$103K 0.09% 247
2020
Q4 		$759K Buy
7,039
+185
+3% +$18.8K 0.11% 213
2020
Q3 		$649K Sell
6,854
-55
-0.8% -$5.15K 0.1% 212
2020
Q2 		$623K Buy
6,909
+55
+0.8% +$4.72K 0.11% 217
2020
Q1 		$507K Hold
6,854
– – 0.11% 209
2019
Q4 		$577K Buy
6,854
+287
+4% +$22.7K 0.1% 239
2019
Q3 		$486K Hold
6,567
– – 0.09% 264
2019
Q2 		$509K Buy
6,567
+187
+3% +$13.9K 0.1% 234
2019
Q1 		$487K Buy
6,380
+366
+6% +$27.3K 0.08% 241
2018
Q4 		$414K Hold
6,014
– – 0.09% 242
2018
Q3 		$510K Sell
6,014
-51
-0.8% -$4.07K 0.09% 254
2018
Q2 		$450K Hold
6,065
– – 0.08% 275
2018
Q1 		$421K Buy
6,065
+207
+4% +$14.9K 0.08% 284
2017
Q4 		$409K Buy
+5,858
New +$400K 0.07% 292

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $549M AUM 22.95% 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

SeaCrest Wealth Management's FXH Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 4,454 shares — an estimated $461K sold.

SeaCrest Wealth Management first reported a position in FXH in Q4 2017 and held it in 30 quarters. The position peaked at $759K in Q4 2020. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 4,454 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $461K.
  • SeaCrest Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 30 quarters.
  • SeaCrest Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $759K in Q4 2020.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.