Spire Wealth Management
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
Q3 		$408K Sell
3,119
-55
-2% -$7.11K 0.01% 582
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% -$7.18K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prasad Wealth Partners
Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

Spire Wealth Management's FXH Position: Q3 2026 in Review

Spire Wealth Management reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 1.7% in Q3 2026, selling an estimated $7.11K and leaving 3,119 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #582.

Spire Wealth Management first reported a position in FXH in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.44M in Q3 2021. 167 funds tracked by Wall St. Rank hold FXH as of Q3 2026.

  • Spire Wealth Management held 3,119 shares of First Trust Health Care AlphaDEX Fund worth $408K as of Q3 2026.
  • Spire Wealth Management sold 55 First Trust Health Care AlphaDEX Fund shares in Q3 2026, an estimated $7.11K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #582 holding.
  • Spire Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $4.44M in Q3 2021.
  • 167 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.