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

Destiny 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
2022 Q1	–	Sell	-751	Closed	-$93K	–	567
2021 Q4	$93K	Hold	751	–	–	0.02%	233
2021 Q3	$89K	Sell	751 -1,508	-67%	-$185K	0.02%	220
2021 Q2	$265K	Hold	2,259	–	–	0.05%	167
2021 Q1	$245K	Hold	2,259	–	–	0.05%	149
2020 Q4	$243K	Buy	+2,259	New	+$230K	0.05%	191

Other funds holding FXH

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Destiny Wealth Partners's FXH Position: Q1 2022 in Review

Destiny Wealth Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2022, closing a stake of 751 shares — an estimated $93K sold.

Destiny Wealth Partners first reported a position in FXH in Q4 2020 and held it in 5 quarters. The position peaked at $265K in Q2 2021. 231 funds tracked by Wall St. Rank hold FXH as of Q1 2022.

Destiny Wealth Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Destiny Wealth Partners sold 751 First Trust Health Care AlphaDEX Fund shares in Q1 2022, an estimated $93K.
Destiny Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 5 quarters.
Destiny Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $265K in Q2 2021.
231 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.