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Tucker Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Tucker Asset 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
Q4 		$3.3K Buy
+29
New +$3.29K ﹤0.01% 765
2025
Q1 		– Sell
-710
Closed -$73.9K – 549
2024
Q4 		$73.9K Buy
710
+102
+17% +$11.1K 0.01% 292
2024
Q3 		$68K Sell
608
-321
-35% -$35.2K 0.02% 282
2024
Q2 		$97.1K Buy
929
+636
+217% +$66.8K 0.02% 270
2024
Q1 		$32.1K Buy
293
+76
+35% +$8.03K 0.01% 547
2023
Q4 		$22.5K Sell
217
-130
-37% -$12.5K 0.01% 504
2023
Q3 		$33.7K Buy
347
+83
+31% +$8.61K 0.01% 402
2023
Q2 		$28.6K Sell
264
-83
-24% -$8.89K 0.01% 349
2023
Q1 		$37.3K Buy
347
+155
+81% +$16.9K 0.01% 301
2022
Q4 		$20.9K Buy
192
+16
+9% +$1.68K 0.01% 242
2022
Q3 		$18.4K Buy
176
+3
+2% +$316 0.01% 252
2022
Q2 		$17.8K Buy
173
+137
+381% +$14.8K 0.01% 180
2022
Q1 		$4.13K Buy
+36
New +$4.04K ﹤0.01% 343
2021
Q3 		– Sell
-131
Closed -$15.3K – 387
2021
Q2 		$15.3K Hold
131
– – 0.01% 146
2021
Q1 		$14.2K Buy
131
+2
+2% +$219 0.01% 158
2020
Q4 		$13.9K Buy
+129
New +$13.1K 0.01% 172

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tucker Asset Management's FXH Position: Q4 2025 in Review

Tucker Asset Management opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q4 2025: 29 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in FXH as recently as Q4 2024.

Tucker Asset Management first reported a position in FXH in Q4 2020 and has held it in 16 quarters since. The position peaked at $97.1K in Q2 2024. 238 funds tracked by Wall St. Rank hold FXH as of Q4 2025.

  • Tucker Asset Management held 29 shares of First Trust Health Care AlphaDEX Fund worth $3.3K as of Q4 2025.
  • First Trust Health Care AlphaDEX Fund was a new Tucker Asset Management position in Q4 2025.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #765 holding.
  • Tucker Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and has held it in 16 quarters since.
  • Tucker Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $97.1K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.