Doyle Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Doyle Wealth Management’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 Q3	$456K	Buy	4,696 +11	+0.2%	+$1.16K	0.04%	137
2022 Q2	$483K	Hold	4,685	–	–	0.04%	136
2022 Q1	$537K	Hold	4,685	–	–	0.04%	150
2021 Q4	$582K	Hold	4,685	–	–	0.04%	134
2021 Q3	$558K	Hold	4,685	–	–	0.04%	136
2021 Q2	$549K	Hold	4,685	–	–	0.05%	133
2021 Q1	$509K	Hold	4,685	–	–	0.05%	136
2020 Q4	$505K	Sell	4,685 -50	-1%	-$5.09K	0.05%	135
2020 Q3	$449K	Buy	4,735 +200	+4%	+$18.7K	0.05%	131
2020 Q2	$409K	Hold	4,535	–	–	0.05%	123
2020 Q1	$335K	Hold	4,535	–	–	0.05%	127
2019 Q4	$382K	Hold	4,535	–	–	0.05%	143
2019 Q3	$336K	Hold	4,535	–	–	0.05%	148
2019 Q2	$351K	Hold	4,535	–	–	0.05%	140
2019 Q1	$335K	Hold	4,535	–	–	0.05%	142
2018 Q4	$312K	Hold	4,535	–	–	0.05%	138
2018 Q3	$385K	Hold	4,535	–	–	0.06%	128
2018 Q2	$337K	Hold	4,535	–	–	0.06%	134
2018 Q1	$315K	Hold	4,535	–	–	0.05%	128
2017 Q4	$317K	Hold	4,535	–	–	0.05%	128
2017 Q3	$306K	Hold	4,535	–	–	0.05%	117
2017 Q2	$303K	Hold	4,535	–	–	0.06%	112
2017 Q1	$283K	Buy	+4,535	New	+$277K	0.06%	111

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

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Doyle Wealth Management's FXH Position: Q3 2022 in Review

Doyle Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.23% in Q3 2022, buying an estimated $1.16K and bringing the position to 4,696 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #137.

Doyle Wealth Management first reported a position in FXH in Q1 2017 and has held it in 23 quarters since. The position peaked at $582K in Q4 2021. 247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

Doyle Wealth Management held 4,696 shares of First Trust Health Care AlphaDEX Fund worth $456K as of Q3 2022.
Doyle Wealth Management bought 11 First Trust Health Care AlphaDEX Fund shares in Q3 2022, an estimated $1.16K.
First Trust Health Care AlphaDEX Fund made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #137 holding.
Doyle Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $582K in Q4 2021.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.