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

Signature Wealth Management Partners’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	$313K	Sell	2,854 -88	-3%	-$9.98K	0.16%	91
2025 Q4	$335K	Hold	2,942	–	–	0.17%	85
2025 Q3	$323K	Sell	2,942 -481	-14%	-$50.4K	0.17%	86
2025 Q2	$355K	Sell	3,423 -17	-0.5%	-$1.71K	0.2%	73
2025 Q1	$356K	Buy	3,440 +194	+6%	+$20.8K	0.23%	73
2024 Q4	$338K	Sell	3,246 -18	-0.6%	-$1.96K	0.23%	75
2024 Q3	$365K	Hold	3,264	–	–	0.26%	69
2024 Q2	$341K	Hold	3,264	–	–	0.26%	74
2024 Q1	$358K	Sell	3,264 -3	-0.1%	-$317	0.29%	69
2023 Q4	$338K	Hold	3,267	–	–	0.3%	70
2023 Q3	$317K	Buy	3,267 +128	+4%	+$13.3K	0.31%	68
2023 Q2	$340K	Sell	3,139 -96	-3%	-$10.3K	0.32%	66
2023 Q1	$348K	Hold	3,235	–	–	0.32%	69
2022 Q4	$352K	Hold	3,235	–	–	0.35%	68
2022 Q3	$315K	Sell	3,235 -45	-1%	-$4.74K	0.35%	68
2022 Q2	$338K	Hold	3,280	–	–	0.35%	71
2022 Q1	$376K	Hold	3,280	–	–	0.32%	70
2021 Q4	$407K	Hold	3,280	–	–	0.35%	66
2021 Q3	$390K	Sell	3,280 -75	-2%	-$9.18K	0.35%	66
2021 Q2	$393K	Hold	3,355	–	–	0.36%	65
2021 Q1	$364K	Buy	3,355 +100	+3%	+$10.9K	0.35%	69
2020 Q4	$351K	Buy	+3,255	New	+$331K	0.35%	63

Other funds holding FXH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Signature Wealth Management Partners's FXH Position: Q1 2026 in Review

Signature Wealth Management Partners reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3% in Q1 2026, selling an estimated $9.98K and leaving 2,854 shares worth $313K. The position accounts for 0.16% of the portfolio, ranked #91.

Signature Wealth Management Partners first reported a position in FXH in Q4 2020 and has held it in 22 quarters since. The position peaked at $407K in Q4 2021. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Signature Wealth Management Partners held 2,854 shares of First Trust Health Care AlphaDEX Fund worth $313K as of Q1 2026.
Signature Wealth Management Partners sold 88 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $9.98K.
First Trust Health Care AlphaDEX Fund made up 0.16% of Signature Wealth Management Partners's portfolio in Q1 2026, its #91 holding.
Signature Wealth Management Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and has held it in 22 quarters since.
Signature Wealth Management Partners's First Trust Health Care AlphaDEX Fund position peaked at $407K in Q4 2021.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.