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Cetera Advisor Networks’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$5.49M Sell
50,124
-21,271
-30% -$2.25M 0.03% 594
2023
Q4 		$7.39M Sell
71,395
-25,505
-26% -$2.46M 0.04% 428
2023
Q3 		$9.41M Buy
96,900
+22,564
+30% +$2.34M 0.06% 330
2023
Q2 		$8.05M Buy
74,336
+3,337
+5% +$357K 0.06% 340
2023
Q1 		$7.63M Buy
70,999
+43,042
+154% +$4.68M 0.06% 344
2022
Q4 		$3.04M Buy
27,957
+10,044
+56% +$1.05M 0.02% 639
2022
Q3 		$1.74M Buy
17,913
+2,012
+13% +$212K 0.02% 646
2022
Q2 		$1.64M Buy
15,901
+2,349
+17% +$253K 0.02% 670
2022
Q1 		$1.55M Sell
13,552
-879
-6% -$98.5K 0.02% 723
2021
Q4 		$1.79M Sell
14,431
-1,372
-9% -$164K 0.02% 644
2021
Q3 		$1.88M Buy
15,803
+864
+6% +$106K 0.03% 571
2021
Q2 		$1.75M Buy
14,939
+5,681
+61% +$648K 0.02% 579
2021
Q1 		$1.01M Sell
9,258
-631
-6% -$69K 0.02% 584
2020
Q4 		$1.07M Sell
9,889
-601
-6% -$61.1K 0.02% 521
2020
Q3 		$994K Buy
10,490
+18
+0.2% +$1.69K 0.03% 478
2020
Q2 		$945K Sell
10,472
-1,896
-15% -$163K 0.03% 483
2020
Q1 		$915K Sell
12,368
-3,287
-21% -$267K 0.03% 429
2019
Q4 		$1.32M Sell
15,655
-2,328
-13% -$184K 0.04% 416
2019
Q3 		$1.33M Sell
17,983
-1,835
-9% -$140K 0.04% 383
2019
Q2 		$1.53M Buy
19,818
+1,113
+6% +$82.7K 0.05% 319
2019
Q1 		$1.43M Buy
18,705
+6,279
+51% +$468K 0.05% 321
2018
Q4 		$853K Sell
12,426
-3,124
-20% -$237K 0.03% 417
2018
Q3 		$1.31M Buy
15,550
+7,363
+90% +$588K 0.05% 326
2018
Q2 		$607K Buy
8,187
+45
+0.6% +$3.25K 0.03% 421
2018
Q1 		$562K Sell
8,142
-756
-8% -$54.5K 0.02% 469
2017
Q4 		$617K Buy
8,898
+646
+8% +$44.1K 0.03% 501
2017
Q3 		$552K Buy
8,252
+260
+3% +$17.4K 0.03% 502
2017
Q2 		$532K Buy
7,992
+825
+12% +$53K 0.03% 500
2017
Q1 		$446K Buy
7,167
+420
+6% +$25.6K 0.02% 545
2016
Q4 		$385K Sell
6,747
-5,460
-45% -$316K 0.02% 569
2016
Q3 		$743K Buy
12,207
+3,049
+33% +$185K 0.03% 450
2016
Q2 		$540K Buy
9,158
+475
+5% +$27.5K 0.03% 428
2016
Q1 		$483K Sell
8,683
-2,772
-24% -$150K 0.03% 444
2015
Q4 		$692K Sell
11,455
-821
-7% -$49K 0.04% 350
2015
Q3 		$715K Buy
12,276
+3,223
+36% +$214K 0.05% 337
2015
Q2 		$604K Hold
9,053
– – 0.04% 400
2015
Q1 		$604K Buy
9,053
+1,290
+17% +$82.2K 0.04% 401
2014
Q4 		$467K Buy
7,763
+542
+8% +$31.6K 0.03% 465
2014
Q3 		$402K Buy
7,221
+1,411
+24% +$77.4K 0.03% 517
2014
Q2 		$311K Sell
5,810
-857
-13% -$43.6K 0.02% 610
2014
Q1 		$339K Buy
6,667
+698
+12% +$35.6K 0.02% 550
2013
Q4 		$286K Buy
5,969
+1,227
+26% +$56.1K 0.02% 570
2013
Q3 		$206K Buy
+4,742
New +$200K 0.02% 621

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Advisor Networks's FXH Position: Q1 2024 in Review

Cetera Advisor Networks reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 30% in Q1 2024, selling an estimated $2.25M and leaving 50,124 shares worth $5.49M. The position accounts for 0.03% of the portfolio, ranked #594.

Cetera Advisor Networks first reported a position in FXH in Q3 2013 and has held it in 43 quarters since. The position peaked at $9.41M in Q3 2023. 266 funds tracked by Wall St. Rank hold FXH as of Q1 2024.

  • Cetera Advisor Networks held 50,124 shares of First Trust Health Care AlphaDEX Fund worth $5.49M as of Q1 2024.
  • Cetera Advisor Networks sold 21,271 First Trust Health Care AlphaDEX Fund shares in Q1 2024, an estimated $2.25M.
  • First Trust Health Care AlphaDEX Fund made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #594 holding.
  • Cetera Advisor Networks first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2013 and has held it in 43 quarters since.
  • Cetera Advisor Networks's First Trust Health Care AlphaDEX Fund position peaked at $9.41M in Q3 2023.
  • 266 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.