Cyndeo Wealth Partners’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 | – | Sell |
-2,137
| Closed | -$221K | – | 478 |
|
|
2025
Q1 | $221K | Hold |
2,137
| – | – | 0.01% | 423 |
|
|
2024
Q4 | $223K | Sell |
2,137
-42
| -2% | -$4.37K | 0.02% | 417 |
|
|
2024
Q3 | $244K | Buy |
2,179
+42
| +2% | +$4.7K | 0.02% | 409 |
|
|
2024
Q2 | $223K | Hold |
2,137
| – | – | 0.02% | 371 |
|
|
2024
Q1 | $234K | Hold |
2,137
| – | – | 0.02% | 354 |
|
|
2023
Q4 | $221K | Hold |
2,137
| – | – | 0.02% | 346 |
|
|
2023
Q3 | $208K | Hold |
2,137
| – | – | 0.02% | 322 |
|
|
2023
Q2 | $231K | Hold |
2,137
| – | – | 0.02% | 295 |
|
|
2023
Q1 | $230K | Sell |
2,137
-90
| -4% | -$9.68K | 0.02% | 290 |
|
|
2022
Q4 | $242K | Buy |
+2,227
| New | +$242K | 0.03% | 276 |
|