UBS AM
FXH icon

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

UBS AM’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
2026
Q2 		$193K Sell
1,574
-1,326
-46% -$152K ﹤0.01% 2731
2026
Q1 		$318K Buy
2,900
+1,802
+164% +$204K ﹤0.01% 2648
2025
Q4 		$125K Buy
+1,098
New +$124K ﹤0.01% 2509

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM

UBS AM's FXH Position: Q2 2026 in Review

UBS AM reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 46% in Q2 2026, selling an estimated $152K and leaving 1,574 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

UBS AM first reported a position in FXH in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q1 2026. 252 funds tracked by Wall St. Rank hold FXH as of Q2 2026.

  • UBS AM held 1,574 shares of First Trust Health Care AlphaDEX Fund worth $193K as of Q2 2026.
  • UBS AM sold 1,326 First Trust Health Care AlphaDEX Fund shares in Q2 2026, an estimated $152K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2731 holding.
  • UBS AM first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's First Trust Health Care AlphaDEX Fund position peaked at $318K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.