Citadel Advisors
FXH icon

Citadel Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Citadel Advisors’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
2023
Q4 		– Sell
-100
Closed -$9.72K – 14621
2023
Q3 		$9.72K Buy
+100
New +$10.4K ﹤0.01% 13110
2023
Q2 		– Sell
-100
Closed -$10.8K – 14641
2023
Q1 		$10.8K Hold
100
– – ﹤0.01% 13509
2022
Q4 		$10.9K Sell
100
-7,300
-99% -$765K ﹤0.01% 13601
2022
Q3 		$719K Buy
+7,400
New +$779K ﹤0.01% 7699
2021
Q3 		– Sell
-3,600
Closed -$422K – 14076
2021
Q2 		$422K Buy
+3,600
New +$411K ﹤0.01% 10442
2019
Q1 		– Sell
-21,600
Closed -$1.49M – 9480
2018
Q4 		$1.49M Buy
+21,600
New +$1.64M ﹤0.01% 4646
2018
Q2 		– Sell
-3,000
Closed -$208K – 8977
2018
Q1 		$208K Buy
+3,000
New +$216K ﹤0.01% 7296

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM