Simplex Trading
FXH icon

Simplex Trading’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Simplex Trading’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 		– Sell
-60
Closed -$6.83K – 9437
2025
Q4 		$6.83K Buy
+60
New +$6.8K ﹤0.01% 7237
2022
Q4 		– Sell
-7,940
Closed -$771K – 9586
2022
Q3 		$771K Buy
7,940
+2,368
+42% +$249K ﹤0.01% 2964
2022
Q2 		$574K Sell
5,572
-78
-1% -$8.4K ﹤0.01% 3274
2022
Q1 		$647K Sell
5,650
-863
-13% -$96.7K ﹤0.01% 3497
2021
Q4 		$808K Buy
+6,513
New +$780K ﹤0.01% 3155
2021
Q1 		– Sell
-124
Closed -$13K – 9200
2020
Q4 		$13K Buy
+124
New +$12.6K ﹤0.01% 7243
2015
Q4 		– Sell
-561
Closed -$32K – 5619
2015
Q3 		$32K Buy
+561
New +$37.2K ﹤0.01% 2336

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