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Coppell Advisory Solutions Corp’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Coppell Advisory Solutions Corp’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 		$4.24M Buy
+38,714
New +$4.09M 0.8% 28
2023
Q1 		$3.54M Buy
33,387
+10,109
+43% +$1.1M 1.16% 15
2022
Q4 		$2.53M Buy
+23,278
New +$2.44M 0.86% 26

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

Coppell Advisory Solutions Corp's FXH Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q1 2024: 38,714 shares worth $4.24M. The stake represents 0.8% of the portfolio and ranks #28 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FXH as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FXH in Q4 2022 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold FXH as of Q1 2024.

  • Coppell Advisory Solutions Corp held 38,714 shares of First Trust Health Care AlphaDEX Fund worth $4.24M as of Q1 2024.
  • First Trust Health Care AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Health Care AlphaDEX Fund made up 0.8% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #28 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.