Coppell Advisory Solutions’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
2,342
| – | – | 0.03% | 326 |
|
|
2025
Q1 | $234K | Sell |
2,342
-5,721
| -71% | -$573K | 0.03% | 294 |
|
|
2024
Q4 | $844K | Sell |
8,063
-19,958
| -71% | -$2.09M | 0.12% | 134 |
|
|
2024
Q3 | $3.12M | Sell |
28,021
-4,378
| -14% | -$488K | 0.46% | 41 |
|
|
2024
Q2 | $3.39M | Buy |
+32,399
| New | +$3.39M | 0.56% | 34 |
|
|
2023
Q4 | $3.25M | Buy |
31,365
+8,087
| +35% | +$837K | 0.65% | 30 |
|
|
2023
Q3 | $2.53M | Sell |
23,278
-51,992
| -69% | -$5.65M | 0.87% | 25 |
|
|
2023
Q2 | $8.09M | Buy |
75,270
+41,883
| +125% | +$4.5M | 2.29% | 4 |
|
|
2023
Q1 | $3.54M | Buy |
33,387
+10,109
| +43% | +$1.07M | 1.16% | 15 |
|
|
2022
Q4 | $2.53M | Buy |
+23,278
| New | +$2.53M | 0.86% | 26 |
|
|
2020
Q4 | $613K | Buy |
+5,692
| New | +$613K | 0.31% | 85 |
|