Vestmark Advisory Solutions’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Vestmark Advisory Solutions’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 Q1	–	Sell	-58,819	Closed	-$6.69M	–	1358
2025 Q4	$6.69M	Sell	58,819 -1,351	-2%	-$153K	0.09%	234
2025 Q3	$6.6M	Sell	60,170 -64,014	-52%	-$6.71M	0.13%	166
2025 Q2	$12.9M	Buy	124,184 +64,914	+110%	+$6.52M	0.19%	103
2025 Q1	$6.14M	Sell	59,270 -5,413	-8%	-$580K	0.16%	171
2024 Q4	$6.74M	Buy	64,683 +525	+0.8%	+$57K	0.23%	88
2024 Q3	$7.18M	Sell	64,158 -1,017	-2%	-$111K	0.27%	77
2024 Q2	$6.81M	Buy	65,175 +1,183	+2%	+$124K	0.28%	71
2024 Q1	$7.01M	Buy	63,992 +2,299	+4%	+$243K	0.3%	73
2023 Q4	$6.39M	Sell	61,693 -545	-0.9%	-$52.5K	0.32%	72
2023 Q3	$6.05M	Sell	62,238 -58,168	-48%	-$6.04M	0.44%	43
2023 Q2	$13M	Buy	120,406 +47,320	+65%	+$5.07M	0.5%	37
2023 Q1	$7.86M	Buy	73,086 +22,221	+44%	+$2.42M	0.34%	60
2022 Q4	$5.53M	Buy	50,865 +36,499	+254%	+$3.83M	0.27%	87
2022 Q3	$1.4M	Buy	14,366 +8,288	+136%	+$873K	0.08%	318
2022 Q2	$627K	Buy	+6,078	New	+$655K	0.04%	490

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Vestmark Advisory Solutions's FXH Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2026, closing a stake of 58,819 shares — an estimated $6.69M sold.

Vestmark Advisory Solutions first reported a position in FXH in Q2 2022 and held it in 15 quarters. The position peaked at $13M in Q2 2023. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Vestmark Advisory Solutions reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Vestmark Advisory Solutions sold 58,819 First Trust Health Care AlphaDEX Fund shares in Q1 2026, an estimated $6.69M.
Vestmark Advisory Solutions first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2022 and held it in 15 quarters.
Vestmark Advisory Solutions's First Trust Health Care AlphaDEX Fund position peaked at $13M in Q2 2023.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.