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Synergy Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Synergy Investment 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
2025
Q1 		– Sell
-540
Closed -$56.2K – 620
2024
Q4 		$56.2K Buy
+540
New +$58.6K 0.02% 225

Other funds holding FXH

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synergy Investment Management's FXH Position: Q1 2025 in Review

Synergy Investment Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2025, closing a stake of 540 shares — an estimated $56.2K sold.

Synergy Investment Management first reported a position in FXH in Q4 2024 and held it in 1 quarter. The position peaked at $56.2K in Q4 2024. 247 funds tracked by Wall St. Rank hold FXH as of Q1 2025.

  • Synergy Investment Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 540 First Trust Health Care AlphaDEX Fund shares in Q1 2025, an estimated $56.2K.
  • Synergy Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $56.2K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.