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

PFS
Paller Financial Services Centennial, Colorado $134M AUM
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return