Smartleaf Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Smartleaf Asset Management’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	$94K	Buy	894 +40	+5%	+$4.54K	﹤0.01%	1147
2025 Q4	$98.3K	Buy	854 +8	+0.9%	+$907	﹤0.01%	1188
2025 Q3	$91.4K	Hold	846	–	–	0.01%	1120
2025 Q2	$87.4K	Buy	846 +802	+1,823%	+$80.6K	0.01%	918
2025 Q1	$4.54K	Hold	44	–	–	﹤0.01%	2222
2024 Q4	$4.57K	Hold	44	–	–	﹤0.01%	2283
2024 Q3	$4.9K	Hold	44	–	–	﹤0.01%	2128
2024 Q2	$4.63K	Hold	44	–	–	﹤0.01%	1846
2024 Q1	$4.81K	Hold	44	–	–	﹤0.01%	1228
2023 Q4	$4.57K	Buy	+44	New	+$4.24K	﹤0.01%	880

Other funds holding FXH

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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Perryman Financial Advisory Dallas, Texas $667M AUM