Burt Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-307
| Closed | -$23K | – | 420 |
|
|
2020
Q1 | $23K | Hold |
307
| – | – | 0.01% | 215 |
|
|
2019
Q4 | $26K | Hold |
307
| – | – | 0.01% | 217 |
|
|
2019
Q3 | $23K | Hold |
307
| – | – | 0.01% | 221 |
|
|
2019
Q2 | $24K | Hold |
307
| – | – | 0.01% | 219 |
|
|
2019
Q1 | $23K | Hold |
307
| – | – | 0.01% | 228 |
|
|
2018
Q4 | $21K | Hold |
307
| – | – | 0.01% | 230 |
|
|
2018
Q3 | $26K | Hold |
307
| – | – | 0.01% | 229 |
|
|
2018
Q2 | $23K | Hold |
307
| – | – | 0.01% | 237 |
|
|
2018
Q1 | $21K | Hold |
307
| – | – | 0.01% | 250 |
|
|
2017
Q4 | $21K | Hold |
307
| – | – | 0.01% | 237 |
|
|
2017
Q3 | $21K | Hold |
307
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $20K | Hold |
307
| – | – | 0.01% | 251 |
|
|
2017
Q1 | $19K | Hold |
307
| – | – | 0.01% | 227 |
|
|
2016
Q4 | $18K | Hold |
307
| – | – | 0.02% | 239 |
|
|
2016
Q3 | $18K | Hold |
307
| – | – | 0.02% | 225 |
|
|
2016
Q2 | $18K | Hold |
307
| – | – | 0.02% | 226 |
|
|
2016
Q1 | $17K | Hold |
307
| – | – | 0.02% | 266 |
|
|
2015
Q4 | $18K | Hold |
307
| – | – | 0.01% | 216 |
|
|
2015
Q3 | $17K | Hold |
307
| – | – | 0.02% | 196 |
|
|
2015
Q2 | $21K | Hold |
307
| – | – | 0.02% | 201 |
|
|
2015
Q1 | $21K | Hold |
307
| – | – | 0.02% | 186 |
|
|
2014
Q4 | $19K | Buy |
+307
| New | +$19K | 0.02% | 193 |
|