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Wealthspire Advisors (New York)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-25
Closed -$2.74K – 1739
2025
Q3 		$2.74K Buy
+25
New +$2.62K ﹤0.01% 2515

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 $445B AUM 25.58% 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 $595M AUM 23.65% 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 $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s FXH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2025, closing a stake of 25 shares — an estimated $2.74K sold.

Wealthspire Advisors (New York) first reported a position in FXH in Q3 2025 and held it in 1 quarter. The position peaked at $2.74K in Q3 2025. 238 funds tracked by Wall St. Rank hold FXH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 25 First Trust Health Care AlphaDEX Fund shares in Q4 2025, an estimated $2.74K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Health Care AlphaDEX Fund position peaked at $2.74K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.