9WM
FXH icon

9258 Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

9258 Wealth Management’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
2020
Q1 		– Sell
-2,500
Closed -$211K – 288
2019
Q4 		$211K Buy
+2,500
New +$198K 0.08% 275

Other funds holding FXH

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

9258 Wealth Management's FXH Position: Q1 2020 in Review

9258 Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2020, closing a stake of 2,500 shares — an estimated $211K sold.

9258 Wealth Management first reported a position in FXH in Q4 2019 and held it in 1 quarter. The position peaked at $211K in Q4 2019. 186 funds tracked by Wall St. Rank hold FXH as of Q1 2020.

  • 9258 Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 2,500 First Trust Health Care AlphaDEX Fund shares in Q1 2020, an estimated $211K.
  • 9258 Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • 9258 Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $211K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.