BHF RG Capital’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

BHF RG Capital’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	-2,007	Closed	-$239K	–	9
2021 Q3	$239K	Hold	2,007	–	–	0.16%	21
2021 Q2	$235K	Hold	2,007	–	–	0.16%	29
2021 Q1	$218K	Hold	2,007	–	–	0.16%	31
2020 Q4	$217K	Buy	+2,007	New	+$204K	0.16%	35

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BHF RG Capital's FXH Position: Q4 2021 in Review

BHF RG Capital sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 2,007 shares — an estimated $239K sold.

BHF RG Capital first reported a position in FXH in Q4 2020 and held it in 4 quarters. The position peaked at $239K in Q3 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

BHF RG Capital reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
BHF RG Capital sold 2,007 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $239K.
BHF RG Capital first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 4 quarters.
BHF RG Capital's First Trust Health Care AlphaDEX Fund position peaked at $239K in Q3 2021.
239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on BHF RG Capital's 13F filing for Q4 2021.