American State Bank (Iowa)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-337	Closed	-$34.9K	–	182
2023 Q4	$34.9K	Hold	337	–	–	0.02%	218
2023 Q3	$32.7K	Hold	337	–	–	0.02%	218
2023 Q2	$36.5K	Hold	337	–	–	0.03%	214
2023 Q1	$36.2K	Hold	337	–	–	0.03%	217
2022 Q4	$36.6K	Hold	337	–	–	0.03%	215
2022 Q3	$32.8K	Hold	337	–	–	0.03%	216
2022 Q2	$34.8K	Hold	337	–	–	0.03%	214
2022 Q1	$38.6K	Hold	337	–	–	0.03%	211
2021 Q4	$41.8K	Hold	337	–	–	0.03%	205
2021 Q3	$40.1K	Hold	337	–	–	0.03%	203
2021 Q2	$39.5K	Hold	337	–	–	0.03%	209
2021 Q1	$36.6K	Hold	337	–	–	0.03%	206
2020 Q4	$36.3K	Buy	+337	New	+$34.3K	0.03%	199

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American State Bank (Iowa)'s FXH Position: Q1 2024 in Review

American State Bank (Iowa) sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2024, closing a stake of 337 shares — an estimated $34.9K sold.

American State Bank (Iowa) first reported a position in FXH in Q4 2020 and held it in 13 quarters. The position peaked at $41.8K in Q4 2021. 266 funds tracked by Wall St. Rank hold FXH as of Q1 2024.

American State Bank (Iowa) reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 337 First Trust Health Care AlphaDEX Fund shares in Q1 2024, an estimated $34.9K.
American State Bank (Iowa) first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s First Trust Health Care AlphaDEX Fund position peaked at $41.8K in Q4 2021.
266 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.