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Daymark Wealth Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Daymark Wealth Partners’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
Q1 		– Sell
-2,662
Closed -$289K – 298
2022
Q4 		$289K Buy
+2,662
New +$279K 0.05% 186

Other funds holding FXH

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Daymark Wealth Partners's FXH Position: Q1 2023 in Review

Daymark Wealth Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2023, closing a stake of 2,662 shares — an estimated $289K sold.

Daymark Wealth Partners first reported a position in FXH in Q4 2022 and held it in 1 quarter. The position peaked at $289K in Q4 2022. 255 funds tracked by Wall St. Rank hold FXH as of Q1 2023.

  • Daymark Wealth Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,662 First Trust Health Care AlphaDEX Fund shares in Q1 2023, an estimated $289K.
  • Daymark Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Daymark Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $289K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2023.

Based on Daymark Wealth Partners's 13F filing for Q1 2023, filed 20 Apr 2023.