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

Diversified’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
2021
Q1 		– Sell
-351
Closed -$33K – 174
2020
Q4 		$33K Buy
+351
New +$35.7K 0.03% 212

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Diversified's FXH Position: Q1 2021 in Review

Diversified sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2021, closing a stake of 351 shares — an estimated $33K sold.

Diversified first reported a position in FXH in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 209 funds tracked by Wall St. Rank hold FXH as of Q1 2021.

  • Diversified reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 351 First Trust Health Care AlphaDEX Fund shares in Q1 2021, an estimated $33K.
  • Diversified first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Diversified's First Trust Health Care AlphaDEX Fund position peaked at $33K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.