Atria Wealth Solutions’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
11,929
-246
| -2% | -$25.4K | 0.03% | 568 |
|
|
2025
Q1 | $1.26M | Sell |
12,175
-267
| -2% | -$27.7K | 0.02% | 791 |
|
|
2024
Q4 | $1.3M | Sell |
12,442
-13,094
| -51% | -$1.36M | 0.01% | 815 |
|
|
2024
Q3 | $2.86M | Sell |
25,536
-4,774
| -16% | -$534K | 0.03% | 508 |
|
|
2024
Q2 | $3.17M | Buy |
30,310
+387
| +1% | +$40.4K | 0.04% | 470 |
|
|
2024
Q1 | $3.28M | Sell |
29,923
-324
| -1% | -$35.5K | 0.04% | 464 |
|
|
2023
Q4 | $3.13M | Sell |
30,247
-1,354
| -4% | -$140K | 0.04% | 454 |
|
|
2023
Q3 | $3.07M | Sell |
31,601
-223
| -0.7% | -$21.7K | 0.04% | 425 |
|
|
2023
Q2 | $3.45M | Buy |
31,824
+1,921
| +6% | +$208K | 0.05% | 388 |
|
|
2023
Q1 | $3.22M | Sell |
29,903
-1,745
| -6% | -$188K | 0.05% | 391 |
|
|
2022
Q4 | $3.44M | Buy |
31,648
+303
| +1% | +$32.9K | 0.06% | 344 |
|
|
2022
Q3 | $3.05M | Sell |
31,345
-5,238
| -14% | -$509K | 0.05% | 340 |
|
|
2022
Q2 | $3.77M | Buy |
36,583
+6,961
| +23% | +$718K | 0.07% | 276 |
|
|
2022
Q1 | $3.4M | Buy |
+29,622
| New | +$3.4M | 0.06% | 337 |
|