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

Engrave 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
2020
Q3 		– Sell
-1,230
Closed -$110K – 201
2020
Q2 		$110K Hold
1,230
– – 0.1% 71
2020
Q1 		$90K Hold
1,230
– – 0.11% 67
2019
Q4 		$103K Buy
+1,230
New +$97.4K 0.1% 77

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Engrave Wealth Partners's FXH Position: Q3 2020 in Review

Engrave Wealth Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2020, closing a stake of 1,230 shares — an estimated $110K sold.

Engrave Wealth Partners first reported a position in FXH in Q4 2019 and held it in 3 quarters. The position peaked at $110K in Q2 2020. 201 funds tracked by Wall St. Rank hold FXH as of Q3 2020.

  • Engrave Wealth Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,230 First Trust Health Care AlphaDEX Fund shares in Q3 2020, an estimated $110K.
  • Engrave Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $110K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.