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Transce3nd’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Transce3nd’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 		– Sell
-45
Closed -$4.67K – 522
2025
Q2 		$4.67K Sell
45
-25
-36% -$2.51K ﹤0.01% 758
2025
Q1 		$7.25K Buy
70
+5
+8% +$535 ﹤0.01% 643
2024
Q4 		$6.77K Buy
+65
New +$7.06K ﹤0.01% 859

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

Transce3nd's FXH Position: Q3 2025 in Review

Transce3nd sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2025, closing a stake of 45 shares — an estimated $4.67K sold.

Transce3nd first reported a position in FXH in Q4 2024 and held it in 3 quarters. The position peaked at $7.25K in Q1 2025. 219 funds tracked by Wall St. Rank hold FXH as of Q3 2025.

  • Transce3nd reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 45 First Trust Health Care AlphaDEX Fund shares in Q3 2025, an estimated $4.67K.
  • Transce3nd first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's First Trust Health Care AlphaDEX Fund position peaked at $7.25K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.