SMG
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Smart Money Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Smart Money Group’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
-4,380
Closed -$454K – 76
2025
Q1 		$454K Sell
4,380
-5,496
-56% -$589K 0.15% 63
2024
Q4 		$1.03M Sell
9,876
-87
-0.9% -$9.45K 0.36% 47
2024
Q3 		$1.07M Sell
9,963
-81
-0.8% -$8.87K 0.38% 44
2024
Q2 		$1.1M Sell
10,044
-208
-2% -$21.8K 0.39% 41
2024
Q1 		$1.06M Sell
10,252
-499
-5% -$52.7K 0.41% 43
2023
Q4 		$1.11M Sell
10,751
-13
-0.1% -$1.25K 0.48% 36
2023
Q3 		$1.05M Sell
10,764
-2,731
-20% -$283K 0.5% 34
2023
Q2 		$1.46M Sell
13,495
-47
-0.3% -$5.03K 0.7% 32
2023
Q1 		$1.48M Sell
13,542
-610
-4% -$66.4K 0.74% 27
2022
Q4 		$1.54M Sell
14,152
-1
-0% -$105 0.8% 23
2022
Q3 		$1.38M Sell
14,153
-309
-2% -$32.5K 0.94% 20
2022
Q2 		$1.49M Sell
14,462
-106
-0.7% -$11.4K 1.03% 23
2022
Q1 		$1.67M Sell
14,568
-15
-0.1% -$1.68K 1.12% 24
2021
Q4 		$1.81M Sell
14,583
-693
-5% -$82.9K 1.16% 25
2021
Q3 		$1.82M Sell
15,276
-650
-4% -$79.6K 1.32% 22
2021
Q2 		$1.44M Buy
15,926
+440
+3% +$50.2K 1.65% 14
2021
Q1 		$1.68M Sell
15,486
-302
-2% -$33K 1.4% 19
2020
Q4 		$1.7M Buy
15,788
+8
+0.1% +$814 1.43% 20
2020
Q3 		$1.5M Sell
15,780
-146
-0.9% -$13.7K 0.64% 50
2020
Q2 		$1.44M Sell
15,926
-33
-0.2% -$2.83K 0.85% 36
2020
Q1 		$1.18M Sell
15,959
-193
-1% -$15.7K 0.83% 39
2019
Q4 		$1.36M Hold
16,152
– – 0.8% 35
2019
Q3 		$1.2M Sell
16,152
-210
-1% -$16K 0.96% 31
2019
Q2 		$1.27M Sell
16,362
-23
-0.1% -$1.71K 1.05% 31
2019
Q1 		$1.25M Sell
16,385
-238
-1% -$17.8K 1.09% 31
2018
Q4 		$1.15M Sell
16,623
-113
-0.7% -$8.56K 1.19% 30
2018
Q3 		$1.42M Sell
16,736
-10
-0.1% -$798 1.29% 25
2018
Q2 		$1.24M Sell
16,746
-188
-1% -$13.6K 1.11% 29
2018
Q1 		$1.18M Sell
16,934
-157
-0.9% -$11.3K 1.19% 27
2017
Q4 		$1.19M Buy
+17,091
New +$1.17M 1.86% 17

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

Smart Money Group's FXH Position: Q2 2025 in Review

Smart Money Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 4,380 shares — an estimated $454K sold.

Smart Money Group first reported a position in FXH in Q4 2017 and held it in 30 quarters. The position peaked at $1.82M in Q3 2021. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Smart Money Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Smart Money Group sold 4,380 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $454K.
  • Smart Money Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 30 quarters.
  • Smart Money Group's First Trust Health Care AlphaDEX Fund position peaked at $1.82M in Q3 2021.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Smart Money Group's 13F filing for Q2 2025, filed 6 Aug 2025.