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Axim Planning & Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-145
Closed -$14K – 79
2022
Q3 		$14K Hold
145
– – 0.01% 99
2022
Q2 		$15K Buy
+145
New +$15.6K 0.01% 76

Other funds holding FXH

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axim Planning & Wealth's FXH Position: Q4 2022 in Review

Axim Planning & Wealth sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2022, closing a stake of 145 shares — an estimated $14K sold.

Axim Planning & Wealth first reported a position in FXH in Q2 2022 and held it in 2 quarters. The position peaked at $15K in Q2 2022. 259 funds tracked by Wall St. Rank hold FXH as of Q4 2022.

  • Axim Planning & Wealth reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 145 First Trust Health Care AlphaDEX Fund shares in Q4 2022, an estimated $14K.
  • Axim Planning & Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's First Trust Health Care AlphaDEX Fund position peaked at $15K in Q2 2022.
  • 259 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.