Brighton Jones LLC’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Brighton Jones LLC’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
2022 Q3	–	Sell	-2,292	Closed	-$236K	–	482
2022 Q2	$236K	Hold	2,292	–	–	0.01%	386
2022 Q1	$263K	Hold	2,292	–	–	0.01%	403
2021 Q4	$285K	Hold	2,292	–	–	0.01%	385
2021 Q3	$273K	Sell	2,292 -32	-1%	-$3.92K	0.01%	381
2021 Q2	$272K	Buy	2,324 +6	+0.3%	+$685	0.01%	370
2021 Q1	$252K	Buy	2,318 +26	+1%	+$2.85K	0.01%	349
2020 Q4	$247K	Buy	+2,292	New	+$233K	0.02%	324

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

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

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

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

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

RJA

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Brighton Jones LLC's FXH Position: Q3 2022 in Review

Brighton Jones LLC sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2022, closing a stake of 2,292 shares — an estimated $236K sold.

Brighton Jones LLC first reported a position in FXH in Q4 2020 and held it in 7 quarters. The position peaked at $285K in Q4 2021. 247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

Brighton Jones LLC reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Brighton Jones LLC sold 2,292 First Trust Health Care AlphaDEX Fund shares in Q3 2022, an estimated $236K.
Brighton Jones LLC first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 7 quarters.
Brighton Jones LLC's First Trust Health Care AlphaDEX Fund position peaked at $285K in Q4 2021.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on Brighton Jones LLC's 13F filing for Q3 2022, filed 9 Nov 2022.