Avantax Advisory Services’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 | $1.75M | Sell |
16,892
-3,460
| -17% | -$359K | 0.01% | 870 |
|
|
2025
Q1 | $2.11M | Sell |
20,352
-1,976
| -9% | -$205K | 0.01% | 713 |
|
|
2024
Q4 | $2.33M | Sell |
22,328
-8,048
| -26% | -$838K | 0.01% | 648 |
|
|
2024
Q3 | $3.4M | Sell |
30,376
-10,666
| -26% | -$1.19M | 0.02% | 506 |
|
|
2024
Q2 | $4.29M | Sell |
41,042
-570
| -1% | -$59.6K | 0.03% | 419 |
|
|
2024
Q1 | $4.56M | Buy |
41,612
+532
| +1% | +$58.3K | 0.04% | 324 |
|
|
2023
Q4 | $4.25M | Sell |
41,080
-6,204
| -13% | -$642K | 0.04% | 307 |
|
|
2023
Q3 | $4.59M | Sell |
47,284
-800
| -2% | -$77.7K | 0.05% | 275 |
|
|
2023
Q2 | $5.21M | Buy |
48,084
+1,868
| +4% | +$202K | 0.06% | 243 |
|
|
2023
Q1 | $4.97M | Buy |
46,216
+99
| +0.2% | +$10.6K | 0.06% | 247 |
|
|
2022
Q4 | $5.01M | Buy |
46,117
+5,696
| +14% | +$619K | 0.07% | 227 |
|
|
2022
Q3 | $3.93M | Buy |
40,421
+13,790
| +52% | +$1.34M | 0.06% | 242 |
|
|
2022
Q2 | $2.75M | Buy |
26,631
+12,115
| +83% | +$1.25M | 0.04% | 311 |
|
|
2022
Q1 | $1.67M | Sell |
14,516
-131
| -0.9% | -$15K | 0.02% | 418 |
|
|
2021
Q4 | $1.82M | Sell |
14,647
-62
| -0.4% | -$7.7K | 0.03% | 386 |
|
|
2021
Q3 | $1.76M | Buy |
14,709
+296
| +2% | +$35.4K | 0.03% | 365 |
|
|
2021
Q2 | $1.7M | Sell |
14,413
-33
| -0.2% | -$3.89K | 0.03% | 368 |
|
|
2021
Q1 | $1.57M | Buy |
14,446
+73
| +0.5% | +$7.92K | 0.03% | 339 |
|
|
2020
Q4 | $1.55M | Sell |
14,373
-1,171
| -8% | -$126K | 0.04% | 312 |
|
|
2020
Q3 | $1.47M | Buy |
15,544
+713
| +5% | +$67.3K | 0.02% | 424 |
|
|
2020
Q2 | $1.35M | Sell |
14,831
-10,116
| -41% | -$921K | 0.04% | 292 |
|
|
2020
Q1 | $1.85M | Buy |
24,947
+28
| +0.1% | +$2.08K | 0.06% | 204 |
|
|
2019
Q4 | $2.09M | Buy |
24,919
+16,550
| +198% | +$1.39M | 0.05% | 202 |
|
|
2019
Q3 | $621K | Buy |
+8,369
| New | +$621K | 0.03% | 286 |
|