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Argent Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Argent Advisors’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
-642
Closed -$55K – 264
2019
Q4 		$55K Buy
+642
New +$50.8K 0.04% 186

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

Argent Advisors's FXH Position: Q1 2020 in Review

Argent Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2020, closing a stake of 642 shares — an estimated $55K sold.

Argent Advisors first reported a position in FXH in Q4 2019 and held it in 1 quarter. The position peaked at $55K in Q4 2019. 186 funds tracked by Wall St. Rank hold FXH as of Q1 2020.

  • Argent Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Argent Advisors sold 642 First Trust Health Care AlphaDEX Fund shares in Q1 2020, an estimated $55K.
  • Argent Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Argent Advisors's First Trust Health Care AlphaDEX Fund position peaked at $55K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2020.

Based on Argent Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.