BDO Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

BDO Wealth Advisors’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	$110K	Hold	1,020	–	–	0.01%	329
2023 Q1	$110K	Buy	1,020 +45	+5%	+$4.9K	0.01%	313
2022 Q4	$106K	Sell	975 -51	-5%	-$5.35K	0.01%	322
2022 Q3	$100K	Hold	1,026	–	–	0.01%	324
2022 Q2	$106K	Hold	1,026	–	–	0.01%	317
2022 Q1	$118K	Hold	1,026	–	–	0.01%	321
2021 Q4	$127K	Hold	1,026	–	–	0.01%	328
2021 Q3	$122K	Hold	1,026	–	–	0.01%	337
2021 Q2	$120K	Hold	1,026	–	–	0.01%	352
2021 Q1	$111K	Buy	1,026 +975	+1,912%	+$107K	0.01%	348
2020 Q4	$5K	Buy	+51	New	+$5.19K	﹤0.01%	634

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BDO Wealth Advisors's FXH Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2023 at 1,020 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #329.

BDO Wealth Advisors first reported a position in FXH in Q4 2020 and has held it in 11 quarters since. The position peaked at $127K in Q4 2021. 257 funds tracked by Wall St. Rank hold FXH as of Q2 2023.

BDO Wealth Advisors held 1,020 shares of First Trust Health Care AlphaDEX Fund worth $110K as of Q2 2023.
BDO Wealth Advisors left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2023.
First Trust Health Care AlphaDEX Fund made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #329 holding.
BDO Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $127K in Q4 2021.
257 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.