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First Trust Health Care AlphaDEX® Fund(FXH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FXH
11/13/2026: FXH (3-star) is a STRONG-BUY. BUY for 18 days. Simulated Profits (2.50%). Updated daily EoD!
FXH provides targeted exposure to the US healthcare sector using the proprietary AlphaDEX quantitative methodology to select stocks based on growth and value metrics. Its primary strength lies in this systematic, factor-based approach, which differentiates it from standard market-cap-weighted sector funds. Investors typically use it as a strategic sector tilt within a broader portfolio. Key risks include sector-specific regulatory and pricing pressures, as well as the potential for the factor strategy to underperform in certain market conditions. It is best suited for long-term investors who believe in the healthcare sector's growth potential and prefer a quantitative, rules-based selection strategy over passive indexing.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The AlphaDEX methodology specifically screens for growth metrics to tilt the portfolio toward high-potential stocks. |
| Momentum investor | Strong fit while signal remains positive | The rules-based nature of the fund can capture momentum trends within the healthcare sector during market upturns. |
| Value investor | Strong fit | The fund incorporates value-based screening, providing exposure to stocks that may be undervalued relative to peers. |
| Dividend/Income investor | Mixed fit | While the fund holds healthcare stocks, its primary focus is on factor-based growth/value, not specifically high yield. |
| Low-risk investor | Weak fit | As a sector-specific equity ETF, it is subject to higher volatility than broad-market or defensive funds. |
Investor Profile
Ideal Investor Profile
Investors seeking targeted US healthcare exposure who prefer a factor-based systematic selection process over simple market-cap weighting.
Suitability
Best for long-term investors looking to tilt their portfolios toward healthcare with a goal of capturing factor-based performance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated nature of sector investing leads to higher price swings compared to diversified index funds. |
| Market risk | Medium / high | The fund is fully exposed to equity market fluctuations and healthcare sector-specific developments. |
| Concentration | High | Restricting investments to one sector increases the risk of negative impacts from industry-wide regulatory or economic events. |
| Tracking/expense | Medium | The 0.62% expense ratio is higher than plain-vanilla sector ETFs, which can impact long-term net performance. |
| Liquidity | Low | The fund is generally liquid, but large trades could face higher costs during periods of market stress. |
| Business/sector quality | Medium | The healthcare sector faces ongoing risks related to drug pricing, patent cliffs, and legislative changes. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
FXH experiences volatility typical of a thematic sector fund, often exacerbated by the performance swings of biotech and small-cap healthcare stocks.
Market Risk
Risks include sector-specific regulatory shifts, clinical trial outcomes, and general equity market sensitivity to interest rates and economic growth.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | US Healthcare Equities | 99 | The fund provides concentrated exposure to the US healthcare industry using a factor-weighted selection process. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small portion of the fund is held in cash to manage daily liquidity and rebalancing needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 28.46% | Avg. Invested days 67 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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