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StoneX Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

StoneX 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
2026
Q1 		– Sell
-2,365
Closed -$269K – 1041
2025
Q4 		$269K Sell
2,365
-778
-25% -$88.2K 0.01% 749
2025
Q3 		$345K Buy
3,143
+129
+4% +$13.5K 0.02% 648
2025
Q2 		$313K Sell
3,014
-476
-14% -$47.8K 0.02% 647
2025
Q1 		$362K Sell
3,490
-1,187
-25% -$127K 0.02% 561
2024
Q4 		$487K Sell
4,677
-1,632
-26% -$177K 0.03% 474
2024
Q3 		$706K Sell
6,309
-1,694
-21% -$186K 0.05% 286
2024
Q2 		$836K Sell
8,003
-2,095
-21% -$220K 0.07% 235
2024
Q1 		$1.11M Sell
10,098
-1,848
-15% -$195K 0.1% 186
2023
Q4 		$1.24M Sell
11,946
-905
-7% -$87.2K 0.12% 155
2023
Q3 		$1.25M Buy
12,851
+12
+0.1% +$1.25K 0.14% 137
2023
Q2 		$1.39M Buy
12,839
+111
+0.9% +$11.9K 0.14% 129
2023
Q1 		$1.37M Buy
12,728
+8,265
+185% +$899K 0.15% 120
2022
Q4 		$485K Buy
4,463
+711
+19% +$74.6K 0.06% 303
2022
Q3 		$365K Sell
3,752
-80
-2% -$8.42K 0.05% 330
2022
Q2 		$395K Buy
3,832
+2,055
+116% +$221K 0.05% 345
2022
Q1 		$204K Buy
1,777
+49
+3% +$5.49K 0.02% 573
2021
Q4 		$215K Sell
1,728
-54
-3% -$6.46K 0.02% 501
2021
Q3 		$212K Buy
+1,782
New +$218K 0.03% 443
2020
Q2 		– Sell
-5,675
Closed -$420K – 299
2020
Q1 		$420K Buy
5,675
+2,413
+74% +$196K 0.22% 132
2019
Q4 		$275K Buy
+3,262
New +$258K 0.11% 226
2019
Q2 		– Sell
-7,745
Closed -$592K – 246
2019
Q1 		$592K Sell
7,745
-59
-0.8% -$4.4K 0.45% 79
2018
Q4 		$537K Buy
+7,804
New +$591K 0.52% 70
2018
Q3 		– Sell
-3,931
Closed -$292K – 239
2018
Q2 		$292K Buy
3,931
+257
+7% +$18.6K 0.25% 161
2018
Q1 		$255K Buy
+3,674
New +$265K 0.24% 163

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

StoneX Group's FXH Position: Q1 2026 in Review

StoneX Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 2,365 shares — an estimated $269K sold.

StoneX Group first reported a position in FXH in Q1 2018 and held it in 24 quarters. The position peaked at $1.39M in Q2 2023. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

  • StoneX Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 2,365 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $269K.
  • StoneX Group first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2018 and held it in 24 quarters.
  • StoneX Group's First Trust Health Care AlphaDEX Fund position peaked at $1.39M in Q2 2023.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.