Avior Wealth Management’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
Q1 | – | Sell |
-124
| Closed | -$12.9K | – | 1342 |
|
|
2024
Q4 | $12.9K | Hold |
124
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q3 | $13.9K | Hold |
124
| – | – | ﹤0.01% | 1452 |
|
|
2024
Q2 | $13K | Hold |
124
| – | – | ﹤0.01% | 1445 |
|
|
2024
Q1 | $13.6K | Sell |
124
-91
| -42% | -$9.97K | ﹤0.01% | 1757 |
|
|
2023
Q4 | $22.3K | Sell |
215
-3,333
| -94% | -$345K | ﹤0.01% | 868 |
|
|
2023
Q3 | $345K | Sell |
3,548
-2
| -0.1% | -$194 | 0.02% | 414 |
|
|
2023
Q2 | $385K | Sell |
3,550
-1,073
| -23% | -$116K | 0.03% | 405 |
|
|
2023
Q1 | $497K | Buy |
4,623
+4,449
| +2,557% | +$478K | 0.03% | 347 |
|
|
2022
Q4 | $18.9K | Hold |
174
| – | – | ﹤0.01% | 760 |
|
|
2022
Q3 | $16K | Buy |
+174
| New | +$16K | ﹤0.01% | 772 |
|
|
2022
Q2 | – | Sell |
-154
| Closed | -$17K | – | 1133 |
|
|
2022
Q1 | $17K | Hold |
154
| – | – | ﹤0.01% | 740 |
|
|
2021
Q4 | $19K | Buy |
+154
| New | +$19K | ﹤0.01% | 716 |
|