SPC
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Sigma Planning Corp’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Sigma Planning Corp’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
-2,378
Closed -$246K – 1279
2025
Q1 		$246K Sell
2,378
-2,632
-53% -$282K 0.01% 1039
2024
Q4 		$522K Sell
5,010
-459
-8% -$49.8K 0.02% 730
2024
Q3 		$612K Buy
5,469
+84
+2% +$9.2K 0.02% 668
2024
Q2 		$563K Buy
5,385
+184
+4% +$19.3K 0.02% 682
2024
Q1 		$570K Buy
+5,201
New +$550K 0.02% 715
2023
Q4 		– Sell
-33,606
Closed -$3.27M – 969
2023
Q3 		$3.27M Sell
33,606
-2,219
-6% -$230K 0.12% 167
2023
Q2 		$3.88M Sell
35,825
-7,338
-17% -$786K 0.14% 146
2023
Q1 		$4.64M Buy
43,163
+376
+0.9% +$40.9K 0.15% 138
2022
Q4 		$4.65M Buy
42,787
+13,989
+49% +$1.47M 0.17% 131
2022
Q3 		$2.8M Buy
28,798
+8,961
+45% +$943K 0.11% 198
2022
Q2 		$2.05M Buy
19,837
+14,818
+295% +$1.6M 0.07% 270
2022
Q1 		$575K Sell
5,019
-495
-9% -$55.5K 0.02% 789
2021
Q4 		$685K Sell
5,514
-1,485
-21% -$178K 0.02% 700
2021
Q3 		$833K Buy
6,999
+654
+10% +$80K 0.03% 612
2021
Q2 		$743K Sell
6,345
-83
-1% -$9.47K 0.02% 660
2021
Q1 		$698K Buy
6,428
+49
+0.8% +$5.36K 0.02% 631
2020
Q4 		$688K Sell
6,379
-464
-7% -$47.2K 0.02% 563
2020
Q3 		$648K Buy
6,843
+123
+2% +$11.5K 0.03% 523
2020
Q2 		$606K Buy
6,720
+780
+13% +$66.9K 0.03% 525
2020
Q1 		$439K Sell
5,940
-1,395
-19% -$113K 0.03% 525
2019
Q4 		$618K Buy
7,335
+51
+0.7% +$4.04K 0.03% 531
2019
Q3 		$539K Sell
7,284
-2,217
-23% -$169K 0.03% 549
2019
Q2 		$736K Sell
9,501
-675
-7% -$50.2K 0.04% 428
2019
Q1 		$778K Sell
10,176
-728
-7% -$54.3K 0.04% 376
2018
Q4 		$751K Buy
10,904
+1,005
+10% +$76.1K 0.05% 315
2018
Q3 		$840K Buy
9,899
+1,592
+19% +$127K 0.05% 339
2018
Q2 		$617K Buy
8,307
+1,519
+22% +$110K 0.04% 399
2018
Q1 		$471K Buy
6,788
+174
+3% +$12.6K 0.03% 451
2017
Q4 		$462K Buy
6,614
+446
+7% +$30.5K 0.04% 464
2017
Q3 		$416K Buy
6,168
+940
+18% +$62.7K 0.03% 487
2017
Q2 		$350K Sell
5,228
-63
-1% -$4.05K 0.03% 512
2017
Q1 		$330K Sell
5,291
-1,218
-19% -$74.3K 0.03% 542
2016
Q4 		$373K Sell
6,509
-576
-8% -$33.4K 0.04% 452
2016
Q3 		$431K Buy
7,085
+223
+3% +$13.6K 0.05% 385
2016
Q2 		$404K Buy
6,862
+65
+1% +$3.77K 0.05% 381
2016
Q1 		$379K Sell
6,797
-9,669
-59% -$523K 0.05% 380
2015
Q4 		$995K Sell
16,466
-828
-5% -$49.4K 0.14% 174
2015
Q3 		$1.01M Sell
17,294
-41,536
-71% -$2.76M 0.16% 156
2015
Q2 		$4.05M Sell
58,830
-10,894
-16% -$737K 0.56% 29
2015
Q1 		$4.67M Sell
69,724
-3,517
-5% -$224K 0.62% 23
2014
Q4 		$4.42M Buy
+73,241
New +$4.27M 0.58% 27

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

Sigma Planning Corp's FXH Position: Q2 2025 in Review

Sigma Planning Corp sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 2,378 shares — an estimated $246K sold.

Sigma Planning Corp first reported a position in FXH in Q4 2014 and held it in 41 quarters. The position peaked at $4.67M in Q1 2015. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Sigma Planning Corp reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 2,378 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $246K.
  • Sigma Planning Corp first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2014 and held it in 41 quarters.
  • Sigma Planning Corp's First Trust Health Care AlphaDEX Fund position peaked at $4.67M in Q1 2015.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.