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Beaumont Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Beaumont Financial 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
2021
Q4 		– Sell
-62,493
Closed -$7.44M – 361
2021
Q3 		$7.44M Buy
+62,493
New +$7.65M 0.57% 50
2018
Q4 		– Sell
-14,655
Closed -$1.24M – 209
2018
Q3 		$1.24M Sell
14,655
-11,310
-44% -$903K 0.12% 92
2018
Q2 		$1.93M Sell
25,965
-15,865
-38% -$1.15M 0.2% 73
2018
Q1 		$2.9M Buy
41,830
+12,214
+41% +$881K 0.32% 69
2017
Q4 		$2.07M Sell
29,616
-4,001
-12% -$273K 0.24% 80
2017
Q3 		$2.27M Sell
33,617
-2,934
-8% -$196K 0.28% 75
2017
Q2 		$2.44M Sell
36,551
-5,936
-14% -$381K 0.32% 75
2017
Q1 		$2.65M Buy
+42,487
New +$2.59M 0.36% 71
2016
Q4 		– Sell
-48,558
Closed -$2.96M – 160
2016
Q3 		$2.96M Sell
48,558
-26,882
-36% -$1.63M 0.47% 69
2016
Q2 		$4.45M Buy
+75,440
New +$4.37M 0.73% 55
2016
Q1 		– Sell
-191,024
Closed -$11.5M – 139
2015
Q4 		$11.5M Buy
191,024
+2,028
+1% +$121K 1.9% 20
2015
Q3 		$12.7M Hold
188,996
– – 1.83% 21
2015
Q2 		$12.7M Sell
188,996
-292,921
-61% -$19.8M 1.83% 21
2015
Q1 		$32.3M Sell
481,917
-19,031
-4% -$1.21M 1.13% 32
2014
Q4 		$30.2M Sell
500,948
-45,377
-8% -$2.65M 1.45% 28
2014
Q3 		$30.5M Buy
546,325
+117,764
+27% +$6.46M 1.99% 20
2014
Q2 		$22.8M Sell
428,561
-40,947
-9% -$2.08M 1.62% 26
2014
Q1 		$23.9M Buy
469,508
+191,536
+69% +$9.76M 1.96% 13
2013
Q4 		$13.4M Buy
277,972
+61,419
+28% +$2.81M 1.1% 36
2013
Q3 		$9.38M Buy
216,553
+64,920
+43% +$2.74M 0.83% 38
2013
Q2 		$6.02M Buy
+151,633
New +$5.97M 0.56% 51

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beaumont Financial Advisors's FXH Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 62,493 shares — an estimated $7.44M sold.

Beaumont Financial Advisors first reported a position in FXH in Q2 2013 and held it in 21 quarters. The position peaked at $32.3M in Q1 2015. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

  • Beaumont Financial Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 62,493 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $7.44M.
  • Beaumont Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 21 quarters.
  • Beaumont Financial Advisors's First Trust Health Care AlphaDEX Fund position peaked at $32.3M in Q1 2015.
  • 239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.