First Trust Health Care AlphaDEX Fund (FXH) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
First Trust Health Care AlphaDEX Fund (FXH) trades at $122.14 with AI Score 44/100 (Grade C). First Trust Health Care AlphaDEX Fund (FXH) is an exchange-traded fund that aims to mirror the performance of… Market cap: $944M, Sector: Financial services.
Price as of Jul 20, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for FXH: FXH does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FXH against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FXH: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
First Trust Health Care AlphaDEX Fund (FXH) Financial Services Profile
First Trust Health Care AlphaDEX Fund (FXH) offers investors targeted exposure to the healthcare sector through a quantitative index-tracking strategy. With approximately $0.93 billion in assets, FXH differentiates itself by utilizing the StrataQuant Health Care Index, focusing on companies within the healthcare industry based on growth and value factors.
What Is the Investment Thesis for FXH?
First Trust Health Care AlphaDEX Fund (FXH) presents a targeted investment vehicle for those seeking exposure to the healthcare sector. With a market capitalization of $944M, FXH offers a relatively liquid option for investors. The fund's investment thesis rests on its ability to track the StrataQuant Health Care Index, which uses a quantitative methodology to select and weight healthcare stocks based on growth and value factors. A potential catalyst for FXH is the continued growth and innovation within the healthcare industry, driven by factors such as an aging population, technological advancements, and increasing healthcare spending. However, potential risks include regulatory changes, patent expirations, and economic downturns that could impact the healthcare sector. The fund's expense ratio and tracking error relative to its index should be closely monitored.
Based on FMP financials and quantitative analysis
FXH Key Highlights
- Market capitalization of $944M, indicating a mid-sized ETF within the healthcare sector.
- Tracks the StrataQuant Health Care Index, employing a quantitative methodology to select and weight holdings.
- Provides exposure to a diversified basket of healthcare stocks across various sub-sectors.
- Offers intraday liquidity, allowing investors to buy or sell shares throughout the trading day.
- Managed by First Trust Advisors L.P., a well-established provider of ETFs and other investment products.
Who Are FXH's Competitors?
FXH is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AIA iShares Asia 50 ETF | $132.16 | +1.60% | $1.28B | 47 |
| APIE ActivePassive International Equity ETF | $38.14 | -0.24% | $1.06B | 44 |
| EIPI FT Energy Income Partners Enhanced Income ETF | $22.39 | +0.04% | $1.05B | 50 |
| FYX First Trust Small Cap Core AlphaDEX Fund | $141.70 | -0.73% | $1.35B | 47 |
| HAUZ Xtrackers International Real Estate ETF | $22.85 | -0.48% | $1.02B | 47 |
| GSBD Goldman Sachs BDC, Inc. | $8.69 | -1.59% | $979M | 89 |
| KBDC Kayne Anderson BDC, Inc. | $13.56 | -1.09% | $900M | 77 |
| FSCO FS Credit Opportunities Corp. | $4.94 | +0.61% | $999M | 93 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FXH's Key Strengths?
- Quantitatively driven investment approach.
- Diversified exposure to the healthcare sector.
- ETF structure provides liquidity and transparency.
- Managed by an experienced asset management firm.
What Are FXH's Weaknesses?
- Reliance on the performance of the StrataQuant Health Care Index.
- Vulnerability to regulatory changes in the healthcare sector.
- Potential for tracking error relative to the index.
- Subject to market volatility and economic downturns.
What Could Drive FXH Stock Higher?
- Continued growth and innovation within the healthcare industry.
- Increasing adoption of ETFs among investors.
- Potential for new drug approvals and medical breakthroughs.
- Positive regulatory developments in the healthcare sector.
What Are the Key Risks for FXH?
- Regulatory changes and healthcare policy reforms.
- Patent expirations and generic competition.
- Economic downturns and reduced healthcare spending.
- Market volatility and fluctuations in asset values.
- Competition from other asset management firms and investment products.
What Are the Growth Opportunities for FXH?
- Expansion of Healthcare Sector: The healthcare sector is projected to experience substantial growth, driven by an aging global population and advancements in medical technology. This growth presents a significant opportunity for FXH, as increased investment in healthcare companies could lead to higher asset values within the fund. Timeline: Ongoing.
- Increased Adoption of ETFs: Exchange-traded funds (ETFs) have gained popularity among investors due to their low cost, transparency, and liquidity. As more investors allocate capital to ETFs, FXH stands to benefit from increased inflows. The global ETF market is projected to continue its expansion, offering FXH a larger pool of potential investors. Timeline: Ongoing.
- Innovation in Healthcare: The healthcare industry is undergoing rapid innovation, with new drugs, medical devices, and healthcare technologies being developed at an accelerated pace. FXH's quantitative methodology may allow it to identify and invest in companies that are at the forefront of these innovations, potentially leading to higher returns. Timeline: Ongoing.
- Strategic Partnerships: FXH could explore strategic partnerships with healthcare organizations or research institutions to gain access to proprietary data and insights. These partnerships could enhance the fund's ability to identify promising investment opportunities and improve its overall performance. Timeline: 1-3 years.
- Geographic Expansion: While FXH primarily focuses on healthcare companies listed in the United States, it could consider expanding its investment universe to include international healthcare companies. This would provide investors with greater diversification and exposure to different healthcare markets around the world. Timeline: 3-5 years.
What Opportunities Does FXH Have?
- Growth in the healthcare sector driven by demographic trends and technological advancements.
- Increasing adoption of ETFs among investors.
- Potential for strategic partnerships with healthcare organizations.
- Expansion into international healthcare markets.
What Threats Does FXH Face?
- Intense competition from other asset management firms.
- Changes in investor sentiment towards the healthcare sector.
- Economic downturns that could impact healthcare spending.
- Regulatory changes that could negatively affect healthcare companies.
What Are FXH's Competitive Advantages?
- Established brand and reputation of First Trust Advisors L.P.
- Proprietary StrataQuant Health Care Index methodology.
- Diversified portfolio of healthcare stocks.
- ETF structure provides liquidity and transparency.
What Does FXH Do?
The First Trust Health Care AlphaDEX Fund (FXH) is an exchange-traded fund (ETF) designed to replicate the price and yield performance of the StrataQuant Health Care Index, before accounting for fees and expenses. Launched to provide investors with a focused approach to the healthcare sector, FXH employs a quantitative methodology to select and weight its holdings. The fund's underlying index utilizes a variety of growth and value factors to identify healthcare companies with the potential for above-average returns. FXH's strategy involves ranking eligible healthcare companies based on these factors and then constructing a portfolio that reflects the index's composition. This approach aims to outperform traditional market-cap-weighted healthcare indices. The fund's holdings span various sub-sectors within healthcare, including pharmaceuticals, biotechnology, healthcare equipment, and healthcare services. By providing exposure to a diversified basket of healthcare stocks, FXH seeks to offer investors a convenient and cost-effective way to participate in the growth of the healthcare industry. As an ETF, FXH offers intraday liquidity, allowing investors to buy or sell shares throughout the trading day. The fund is managed by First Trust Advisors L.P., a well-established provider of ETFs and other investment products.
What Products and Services Does FXH Offer?
- Tracks the performance of the StrataQuant Health Care Index.
- Invests in a diversified portfolio of healthcare stocks.
- Employs a quantitative methodology to select and weight holdings.
- Provides investors with exposure to various sub-sectors within healthcare.
- Offers intraday liquidity through its ETF structure.
- Manages assets on behalf of individual and institutional investors.
- Seeks to provide investment results that correspond generally to the price and yield of its underlying index.
How Does FXH Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM fluctuates based on market performance and investor inflows/outflows.
- Expense ratio covers operational costs, including management fees, administrative expenses, and other fees.
- Profitability depends on the fund's ability to attract and retain assets while controlling expenses.
What Industry Does FXH Operate In?
The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products, including ETFs. The healthcare sector, in particular, has attracted significant investor interest due to its growth potential and defensive characteristics. FXH operates within this landscape by providing a quantitatively driven approach to healthcare investing. The fund's success depends on its ability to effectively track its underlying index and deliver competitive returns relative to other healthcare ETFs and mutual funds. Market trends such as increasing healthcare spending and technological advancements in medicine are expected to continue driving growth in the healthcare sector.
Who Are FXH's Key Customers?
- Individual investors seeking exposure to the healthcare sector.
- Financial advisors looking for diversified investment options for their clients.
- Institutional investors, including pension funds, endowments, and foundations.
- High-net-worth individuals seeking specialized investment strategies.
FXH Valuation & Market Position
Relative to its peer group, FXH's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
FXH Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's future performance, indicating that key stakeholders believe in its potential.
- Community sentiment has been increasingly positive, with discussions highlighting the healthcare sector's resilience amid economic fluctuations.
- Market perception has shifted favorably as healthcare remains a priority for investors, especially in light of ongoing global health concerns.
- The fund's diversified exposure to various healthcare stocks positions it well to capitalize on sector growth and innovation.
Bear Case
- Some investors express concern over potential regulatory changes that could impact healthcare companies and, by extension, the fund's performance.
- Recent discussions indicate a bearish sentiment stemming from fears of economic downturns affecting discretionary healthcare spending.
- There are worries about the fund's heavy reliance on specific sectors within healthcare, which could lead to volatility if those sectors underperform.
- Market perception is cautious as some analysts suggest that the healthcare sector may face headwinds due to rising costs and supply chain challenges.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
FXH Latest News
No recent news available for FXH.
FXH Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FXH.
Price Targets
Wall Street price target analysis for FXH.
FXH MoonshotScore
What does this score mean?
The MoonshotScore rates FXH 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
FXH Financial Services Stock FAQ
What does the AI Score mean for FXH?
FXH holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. First Trust Health Care AlphaDEX Fund (FXH) is an exchange-traded fund that aims to mirror the performance of the StrataQuant Health Care Index. The fund provides investors exposure to …
What does First Trust Health Care AlphaDEX Fund do?
First Trust Health Care AlphaDEX Fund (FXH) is an exchange-traded fund designed to track the performance of the StrataQuant Health Care Index. The fund invests in a diversified portfolio of healthcare stocks, utilizing a quantitative methodology to select and weight its holdings.
What are the main risks for FXH?
The main risks for FXH include regulatory changes in the healthcare sector, which could impact the profitability and growth prospects of healthcare companies. Patent expirations and generic competition pose a risk to pharmaceutical companies within the fund's portfolio. Economic downturns could lead to reduced healthcare spending, affecting the financial performance of healthcare providers and suppliers.
What are the key factors to evaluate for FXH?
First Trust Health Care AlphaDEX Fund (FXH) holds an AI score of 44/100 (low). Not financial advice.
How frequently does FXH data refresh on this page?
FXH's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FXH's recent stock price performance?
First Trust Health Care AlphaDEX Fund (FXH) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Quantitatively driven investment approach. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FXH overvalued or undervalued right now?
First Trust Health Care AlphaDEX Fund (FXH) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research FXH before investing?
Before investing in First Trust Health Care AlphaDEX Fund (FXH), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding FXH to a portfolio?
Key strength of First Trust Health Care AlphaDEX Fund (FXH): Quantitatively driven investment approach. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for FXH.
- The information provided is based on available data and may be subject to change.
- Investors should conduct their own due diligence before making any investment decisions.