Catalyst Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
Other funds holding FXH
RJFSA
RJA
Catalyst Wealth Management's FXH Position: Q1 2023 in Review
Catalyst Wealth Management reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 15% in Q1 2023, selling an estimated $265K and leaving 14,159 shares worth $1.52M. The position accounts for 1.43% of the portfolio, ranked #18.
Catalyst Wealth Management first reported a position in FXH in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.8M in Q4 2022. 255 funds tracked by Wall St. Rank hold FXH as of Q1 2023.
- Catalyst Wealth Management held 14,159 shares of First Trust Health Care AlphaDEX Fund worth $1.52M as of Q1 2023.
- Catalyst Wealth Management sold 2,436 First Trust Health Care AlphaDEX Fund shares in Q1 2023, an estimated $265K.
- First Trust Health Care AlphaDEX Fund made up 1.43% of Catalyst Wealth Management's portfolio in Q1 2023, its #18 holding.
- Catalyst Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
- Catalyst Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $1.8M in Q4 2022.
- 255 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.