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SFI Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

SFI Advisors’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 		$1.75M Sell
15,941
-16,426
-51% -$1.86M 1.84% 25
2025
Q4 		$3.68M Sell
32,367
-592
-2% -$67.1K 2.36% 20
2025
Q3 		$3.61M Sell
32,959
-1,486
-4% -$156K 2.3% 21
2025
Q2 		$3.57M Sell
34,445
-1,768
-5% -$178K 2.47% 19
2025
Q1 		$3.75M Buy
+36,213
New +$3.88M 2.77% 14
2023
Q2 		– Sell
-32,783
Closed -$3.53M – 77
2023
Q1 		$3.53M Buy
32,783
+734
+2% +$79.9K 3.54% 10
2022
Q4 		$3.48M Buy
32,049
+14,453
+82% +$1.52M 3.78% 8
2022
Q3 		$1.71M Buy
+17,596
New +$1.85M 1.99% 22

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM