Cutler Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cutler Group’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 Q3	–	Sell	-6,400	Closed	-$6K	–	3966
2023 Q2	$6K	Sell	6,400 -800	-11%	-$85.7K	﹤0.01%	2528
2023 Q1	$39K	Sell	7,200 -5,300	-42%	-$577K	﹤0.01%	1502
2022 Q4	$30K	Sell	12,500 -1,100	-8%	-$115K	﹤0.01%	1935
2022 Q3	$138K	Buy	+13,600	New	+$1.43M	0.01%	1182

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cutler Group's FXH Position: Q3 2023 in Review

Cutler Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2023, closing a stake of 1,000 shares — an estimated $108K sold.

Cutler Group first reported a position in FXH in Q1 2016 and held it in 13 quarters. The position peaked at $1.57M in Q1 2020. 249 funds tracked by Wall St. Rank hold FXH as of Q3 2023.

Cutler Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Cutler Group sold 1,000 First Trust Health Care AlphaDEX Fund shares in Q3 2023, an estimated $108K.
Cutler Group first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2016 and held it in 13 quarters.
Cutler Group's First Trust Health Care AlphaDEX Fund position peaked at $1.57M in Q1 2020.
249 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.