SWM
FXH icon

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

Spire Wealth 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
Q2 		$388K Sell
3,174
-708
-18% -$81.2K 0.01% 609
2026
Q1 		$426K Sell
3,882
-323
-8% -$36.6K 0.01% 585
2025
Q4 		$479K Sell
4,205
-57
-1% -$6.46K 0.02% 552
2025
Q3 		$467K Sell
4,262
-116
-3% -$12.2K 0.02% 549
2025
Q2 		$454K Sell
4,378
-14,154
-76% -$1.42M 0.02% 534
2025
Q1 		$1.92M Sell
18,532
-199
-1% -$21.3K 0.06% 275
2024
Q4 		$1.95M Buy
18,731
+1
+0% +$109 0.06% 246
2024
Q3 		$2.1M Sell
18,730
-14
-0.1% -$1.53K 0.07% 226
2024
Q2 		$1.96M Sell
18,744
-338
-2% -$35.5K 0.07% 234
2024
Q1 		$2.09M Sell
19,082
-33
-0.2% -$3.49K 0.04% 246
2023
Q4 		$1.97M Sell
19,115
-23
-0.1% -$2.22K 0.07% 244
2023
Q3 		$1.86M Sell
19,138
-889
-4% -$92.2K 0.07% 230
2023
Q2 		$2.17M Sell
20,027
-67
-0.3% -$7.17K 0.08% 224
2023
Q1 		$2.16M Buy
20,094
+5,385
+37% +$586K 0.08% 217
2022
Q4 		$1.6M Buy
14,709
+5,757
+64% +$604K 0.09% 179
2022
Q3 		$870K Sell
8,952
-13,258
-60% -$1.4M 0.05% 232
2022
Q2 		$2.29M Sell
22,210
-4,405
-17% -$474K 0.09% 184
2022
Q1 		$3.05M Sell
26,615
-648
-2% -$72.6K 0.08% 213
2021
Q4 		$3.38M Sell
27,263
-10,018
-27% -$1.2M 0.08% 224
2021
Q3 		$4.44M Sell
37,281
-220
-0.6% -$26.9K 0.12% 168
2021
Q2 		$4.39M Buy
37,501
+2,468
+7% +$282K 0.12% 174
2021
Q1 		$3.12M Buy
+35,033
New +$3.83M 0.08% 212

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

Spire Wealth Management's FXH Position: Q2 2026 in Review

Spire Wealth Management reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 18% in Q2 2026, selling an estimated $81.2K and leaving 3,174 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #609.

Spire Wealth Management first reported a position in FXH in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.44M in Q3 2021. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • Spire Wealth Management held 3,174 shares of First Trust Health Care AlphaDEX Fund worth $388K as of Q2 2026.
  • Spire Wealth Management sold 708 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $81.2K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Spire Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $4.44M in Q3 2021.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.