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CLA (CliftonLarsonAllen) Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-2,461
Closed -$293K – 213
2021
Q3 		$293K Hold
2,461
– – 0.01% 270
2021
Q2 		$288K Buy
+2,461
New +$281K 0.01% 274

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's FXH Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 2,461 shares — an estimated $293K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FXH in Q2 2021 and held it in 2 quarters. The position peaked at $293K in Q3 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,461 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $293K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $293K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.