WIA
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World Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

World Investment Advisors’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 		$481K Buy
+4,381
New +$497K 0.01% 1006
2025
Q1 		– Sell
-7,914
Closed -$824K – 1076
2024
Q4 		$824K Sell
7,914
-3,163
-29% -$343K 0.02% 527
2024
Q3 		$1.24M Buy
+11,077
New +$1.21M 0.04% 386

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM