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

Clearwater Capital 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
2026 Q1	$220K	Hold	2,000	–	–	0.02%	165
2025 Q4	$228K	Hold	2,000	–	–	0.02%	153
2025 Q3	$219K	Hold	2,000	–	–	0.02%	161
2025 Q2	$207K	Hold	2,000	–	–	0.02%	157
2025 Q1	$207K	Hold	2,000	–	–	0.02%	163
2024 Q4	$208K	Hold	2,000	–	–	0.02%	164
2024 Q3	$224K	Hold	2,000	–	–	0.02%	160
2024 Q2	$209K	Hold	2,000	–	–	0.02%	152
2024 Q1	$219K	Hold	2,000	–	–	0.02%	149
2023 Q4	$207K	Buy	+2,000	New	+$193K	0.02%	147
2023 Q3	–	Sell	-2,000	Closed	-$217K	–	146
2023 Q2	$217K	Hold	2,000	–	–	0.03%	136
2023 Q1	$215K	Hold	2,000	–	–	0.03%	139
2022 Q4	$217K	Buy	+2,000	New	+$210K	0.03%	145
2022 Q3	–	Sell	-2,000	Closed	-$206K	–	157
2022 Q2	$206K	Hold	2,000	–	–	0.03%	141
2022 Q1	$229K	Hold	2,000	–	–	0.03%	153
2021 Q4	$248K	Hold	2,000	–	–	0.03%	148
2021 Q3	$238K	Hold	2,000	–	–	0.03%	150
2021 Q2	$234K	Hold	2,000	–	–	0.03%	157
2021 Q1	$217K	Sell	2,000 -50	-2%	-$5.47K	0.03%	157
2020 Q4	$221K	Buy	+2,050	New	+$209K	0.03%	145
2020 Q1	–	Sell	-2,810	Closed	-$237K	–	150
2019 Q4	$237K	Sell	2,810 -850	-23%	-$67.3K	0.04%	163
2019 Q3	$271K	Hold	3,660	–	–	0.05%	164
2019 Q2	$283K	Sell	3,660 -441	-11%	-$32.8K	0.05%	169
2019 Q1	$313K	Sell	4,101 -360	-8%	-$26.9K	0.06%	171
2018 Q4	$307K	Sell	4,461 -100	-2%	-$7.58K	0.07%	168
2018 Q3	$387K	Sell	4,561 -400	-8%	-$31.9K	0.08%	150
2018 Q2	$368K	Sell	4,961 -220	-4%	-$15.9K	0.08%	140
2018 Q1	$360K	Sell	5,181 -500	-9%	-$36.1K	0.07%	140
2017 Q4	$397K	Sell	5,681 -775	-12%	-$52.9K	0.09%	134
2017 Q3	$436K	Buy	6,456 +80	+1%	+$5.34K	0.1%	126
2017 Q2	$425K	Buy	6,376 +250	+4%	+$16.1K	0.11%	118
2017 Q1	$380K	Buy	6,126 +300	+5%	+$18.3K	0.1%	126
2016 Q4	$337K	Buy	5,826 +2,310	+66%	+$134K	0.12%	119
2016 Q3	$211K	Buy	+3,516	New	+$214K	0.07%	133