55I LLC’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

55I LLC’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
2022 Q3	$415K	Buy	+4,265	New	+$449K	0.01%	425

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

55I LLC's FXH Position: Q3 2022 in Review

55I LLC opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q3 2022: 4,265 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings.

247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

55I LLC held 4,265 shares of First Trust Health Care AlphaDEX Fund worth $415K as of Q3 2022.
First Trust Health Care AlphaDEX Fund was a new 55I LLC position in Q3 2022.
First Trust Health Care AlphaDEX Fund made up 0.01% of 55I LLC's portfolio in Q3 2022, its #425 holding.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.