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Valley Wealth Managers’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-232
Closed -$24K – 330
2025
Q1 		$24K Hold
232
– – ﹤0.01% 239
2024
Q4 		$24.2K Hold
232
– – ﹤0.01% 252
2024
Q3 		$26K Buy
+232
New +$25.4K ﹤0.01% 251

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valley Wealth Managers's FXH Position: Q2 2025 in Review

Valley Wealth Managers sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2025, closing a stake of 232 shares — an estimated $24K sold.

Valley Wealth Managers first reported a position in FXH in Q3 2024 and held it in 3 quarters. The position peaked at $26K in Q3 2024. 223 funds tracked by Wall St. Rank hold FXH as of Q2 2025.

  • Valley Wealth Managers reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 232 First Trust Health Care AlphaDEX Fund shares in Q2 2025, an estimated $24K.
  • Valley Wealth Managers first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's First Trust Health Care AlphaDEX Fund position peaked at $26K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.