Advisory Alpha’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Advisory Alpha’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 Q4	–	Sell	-11	Closed	-$1K	–	295
2020 Q3	$1K	Buy	+11	New	+$1.03K	﹤0.01%	650
2020 Q2	–	Sell	-13	Closed	-$1.09K	–	280
2020 Q1	$1.09K	Sell	13 -34,068	-100%	-$2.77M	﹤0.01%	636
2019 Q4	$2.91M	Buy	34,081 +2,497	+8%	+$198K	0.71%	29
2019 Q3	$2.28M	Sell	31,584 -18,920	-37%	-$1.44M	0.68%	30
2019 Q2	$3.88M	Buy	50,504 +2,881	+6%	+$214K	1.3%	21
2019 Q1	$3.53M	Buy	47,623 +1,334	+3%	+$99.5K	1.28%	17
2018 Q4	$3.44M	Buy	46,289 +3,452	+8%	+$261K	1.63%	17
2018 Q3	$3.2M	Buy	42,837 +42,426	+10,323%	+$3.39M	0.81%	37
2018 Q2	$32K	Sell	411 -454	-52%	-$32.8K	0.01%	126
2018 Q1	$61K	Sell	865 -446	-34%	-$32.2K	0.02%	112
2017 Q4	$98K	Buy	+1,311	New	+$89.5K	0.03%	102

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Advisory Alpha's FXH Position: Q4 2020 in Review

Advisory Alpha sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2020, closing a stake of 11 shares — an estimated $1K sold.

Advisory Alpha first reported a position in FXH in Q4 2017 and held it in 11 quarters. The position peaked at $3.88M in Q2 2019. 226 funds tracked by Wall St. Rank hold FXH as of Q4 2020.

Advisory Alpha reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 11 First Trust Health Care AlphaDEX Fund shares in Q4 2020, an estimated $1K.
Advisory Alpha first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 11 quarters.
Advisory Alpha's First Trust Health Care AlphaDEX Fund position peaked at $3.88M in Q2 2019.
226 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.