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Synovus Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Synovus Financial’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
Q3 		$518K Sell
4,721
-13
-0.3% -$1.36K 0.01% 685
2025
Q2 		$491K Sell
4,734
-9
-0.2% -$904 0.01% 669
2025
Q1 		$491K Buy
4,743
+2
+0% +$214 0.01% 661
2024
Q4 		$494K Sell
4,741
-375
-7% -$40.7K 0.01% 645
2024
Q3 		$572K Buy
5,116
+213
+4% +$23.3K 0.01% 647
2024
Q2 		$512K Sell
4,903
-266
-5% -$27.9K 0.01% 618
2024
Q1 		$567K Buy
5,169
+1
+0% +$106 0.01% 599
2023
Q4 		$535K Sell
5,168
-2,855
-36% -$275K 0.01% 602
2023
Q3 		$780K Buy
8,023
+248
+3% +$25.7K 0.01% 495
2023
Q2 		$842K Sell
7,775
-2,236
-22% -$239K 0.01% 481
2023
Q1 		$1.08M Buy
10,011
+1,185
+13% +$129K 0.01% 436
2022
Q4 		$960K Sell
8,826
-151
-2% -$15.8K 0.01% 469
2022
Q3 		$874K Sell
8,977
-191
-2% -$20.1K 0.01% 454
2022
Q2 		$949K Buy
9,168
+210
+2% +$22.6K 0.01% 439
2022
Q1 		$1.02M Buy
8,958
+543
+6% +$60.9K 0.01% 430
2021
Q4 		$1.04M Buy
8,415
+437
+5% +$52.3K 0.01% 444
2021
Q3 		$950K Buy
7,978
+199
+3% +$24.4K 0.01% 448
2021
Q2 		$909K Buy
+7,779
New +$888K 0.01% 462
2021
Q1 		– Sell
-5,249
Closed -$567K – 760
2020
Q4 		$567K Buy
5,249
+138
+3% +$14K 0.01% 512
2020
Q3 		$484K Buy
+5,111
New +$479K 0.01% 501
2020
Q2 		– Sell
-5,467
Closed -$404K – 1784
2020
Q1 		$404K Buy
+5,467
New +$444K 0.01% 582

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
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
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Synovus Financial's FXH Position: Q3 2025 in Review

Synovus Financial reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.27% in Q3 2025, selling an estimated $1.36K and leaving 4,721 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #685.

Synovus Financial first reported a position in FXH in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.08M in Q1 2023. 219 funds tracked by Wall St. Rank hold FXH as of Q3 2025.

  • Synovus Financial held 4,721 shares of First Trust Health Care AlphaDEX Fund worth $518K as of Q3 2025.
  • Synovus Financial sold 13 First Trust Health Care AlphaDEX Fund shares in Q3 2025, an estimated $1.36K.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #685 holding.
  • Synovus Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2020 and has held it in 21 quarters since.
  • Synovus Financial's First Trust Health Care AlphaDEX Fund position peaked at $1.08M in Q1 2023.
  • 219 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.