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Baker Avenue Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Baker Avenue Asset 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
2023
Q2 		– Sell
-350
Closed -$37.6K – 1651
2023
Q1 		$37.6K Buy
+350
New +$38.1K ﹤0.01% 574

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 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

Baker Avenue Asset Management's FXH Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2023, closing a stake of 350 shares — an estimated $37.6K sold.

Baker Avenue Asset Management first reported a position in FXH in Q1 2023 and held it in 1 quarter. The position peaked at $37.6K in Q1 2023. 256 funds tracked by Wall St. Rank hold FXH as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 350 First Trust Health Care AlphaDEX Fund shares in Q2 2023, an estimated $37.6K.
  • Baker Avenue Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $37.6K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.