Axiom Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Axiom Investment Management’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
2021 Q3	–	Sell	-2,400	Closed	-$281K	–	147
2021 Q2	$281K	Sell	2,400 -750	-24%	-$85.6K	0.22%	106
2021 Q1	$342K	Buy	3,150 +2,070	+192%	+$226K	0.28%	87
2020 Q4	$395	Sell	1,080 -2,670	-71%	-$272K	0.36%	64
2020 Q3	$353K	Buy	+3,750	New	+$351K	0.4%	60
2020 Q1	–	Sell	-1,050	Closed	-$88K	–	133
2019 Q4	$88K	Buy	1,050 +300	+40%	+$23.8K	0.13%	114
2019 Q3	$56K	Sell	750 -1,200	-62%	-$91.5K	0.04%	185
2019 Q2	$151K	Sell	1,950 -700	-26%	-$52K	0.03%	371
2019 Q1	$201K	Buy	+2,650	New	+$198K	0.04%	342

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Axiom Investment Management's FXH Position: Q3 2021 in Review

Axiom Investment Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2021, closing a stake of 2,400 shares — an estimated $281K sold.

Axiom Investment Management first reported a position in FXH in Q1 2019 and held it in 8 quarters. The position peaked at $353K in Q3 2020. 216 funds tracked by Wall St. Rank hold FXH as of Q3 2021.

Axiom Investment Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Axiom Investment Management sold 2,400 First Trust Health Care AlphaDEX Fund shares in Q3 2021, an estimated $281K.
Axiom Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2019 and held it in 8 quarters.
Axiom Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $353K in Q3 2020.
216 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2021.

Based on Axiom Investment Management's 13F filing for Q3 2021, filed 18 Oct 2021.