Transamerica Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $207 | Hold |
1
| – | – | ﹤0.01% | 1869 |
|
|
2026
Q1 | $186 | Sell |
1
-1
| -50% | -$113 | ﹤0.01% | 1647 |
|
|
2025
Q4 | $193 | Hold |
2
| – | – | ﹤0.01% | 1538 |
|
|
2025
Q3 | $186 | Hold |
2
| – | – | ﹤0.01% | 1453 |
|
|
2025
Q2 | $176 | Hold |
2
| – | – | ﹤0.01% | 507 |
|
|
2025
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 467 |
|
|
2024
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 474 |
|
|
2024
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 444 |
|
|
2024
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $1K | Sell |
2
-2
| -50% | -$193 | ﹤0.01% | 465 |
|
|
2023
Q3 | $1K | Buy |
4
+1
| +33% | +$104 | ﹤0.01% | 493 |
|
|
2023
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $1K | Sell |
3
-52
| -95% | -$5.66K | ﹤0.01% | 448 |
|
|
2022
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 331 |
|
|
2022
Q3 | $6K | Sell |
55
-2
| -4% | -$211 | ﹤0.01% | 332 |
|
|
2022
Q2 | $6K | Buy |
+57
| New | +$6.14K | ﹤0.01% | 330 |
|
|
2020
Q3 | – | Sell |
-21
| Closed | -$2K | – | 289 |
|
|
2020
Q2 | $2K | Sell |
21
-1,473
| -99% | -$126K | ﹤0.01% | 312 |
|
|
2020
Q1 | $111K | Buy |
+1,494
| New | +$121K | 1.98% | 16 |
|
|
2019
Q3 | – | Sell |
-282
| Closed | -$22K | – | 250 |
|
|
2019
Q2 | $22K | Sell |
282
-1,465
| -84% | -$109K | ﹤0.01% | 274 |
|
|
2019
Q1 | $134K | Sell |
1,747
-45,158
| -96% | -$3.37M | 0.79% | 28 |
|
|
2018
Q4 | $3.23M | Buy |
46,905
+46,866
| +120,169% | +$3.55M | 0.83% | 33 |
|
|
2018
Q3 | $4K | Buy |
39
+4
| +11% | +$319 | ﹤0.01% | 344 |
|
|
2018
Q2 | $3K | Sell |
35
-31
| -47% | -$2.24K | ﹤0.01% | 294 |
|
|
2018
Q1 | $5K | Sell |
66
-26
| -28% | -$1.88K | ﹤0.01% | 289 |
|
|
2017
Q4 | $7K | Sell |
92
-27
| -23% | -$1.84K | ﹤0.01% | 274 |
|
|
2017
Q3 | $8K | Sell |
119
-46
| -28% | -$3.07K | ﹤0.01% | 275 |
|
|
2017
Q2 | $11K | Buy |
165
+10
| +6% | +$643 | ﹤0.01% | 248 |
|
|
2017
Q1 | $10K | Buy |
155
+5
| +3% | +$305 | ﹤0.01% | 255 |
|
|
2016
Q4 | $9K | Buy |
150
+8
| +6% | +$463 | ﹤0.01% | 252 |
|
|
2016
Q3 | $9K | Sell |
142
-128
| -47% | -$7.78K | ﹤0.01% | 258 |
|
|
2016
Q2 | $16K | Sell |
270
-1,462
| -84% | -$84.7K | ﹤0.01% | 241 |
|
|
2016
Q1 | $97K | Sell |
1,732
-396,677
| -100% | -$21.4M | 0.01% | 320 |
|
|
2015
Q4 | $24.1M | Buy |
398,409
+25,780
| +7% | +$1.54M | 1.77% | 16 |
|
|
2015
Q3 | $21.7M | Buy |
372,629
+129,106
| +53% | +$8.57M | 1.74% | 17 |
|
|
2015
Q2 | $16.8M | Buy |
243,523
+136,211
| +127% | +$9.21M | 1.2% | 16 |
|
|
2015
Q1 | $7.19M | Buy |
107,312
+93,607
| +683% | +$5.96M | 0.5% | 24 |
|
|
2014
Q4 | $827K | Buy |
+13,705
| New | +$800K | 0.07% | 144 |
|
Other funds holding FXH
PWP
PFA
Transamerica Financial Advisors's FXH Position: Q2 2026 in Review
Transamerica Financial Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2026 at 1 share worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #1869.
Transamerica Financial Advisors first reported a position in FXH in Q4 2014 and has held it in 38 quarters since. The position peaked at $24.1M in Q4 2015. 251 funds tracked by Wall St. Rank hold FXH as of Q2 2026.
- Transamerica Financial Advisors held 1 share of First Trust Health Care AlphaDEX Fund worth $207 as of Q2 2026.
- Transamerica Financial Advisors left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2026.
- First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1869 holding.
- Transamerica Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2014 and has held it in 38 quarters since.
- Transamerica Financial Advisors's First Trust Health Care AlphaDEX Fund position peaked at $24.1M in Q4 2015.
- 251 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.