Envestnet Portfolio Solutions’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,526
| Closed | -$1.07M | – | 1752 |
|
2024
Q3 | $1.07M | Sell |
9,526
-5,866
| -38% | -$656K | ﹤0.01% | 868 |
|
2024
Q2 | $1.61M | Hold |
15,392
| – | – | 0.01% | 704 |
|
2024
Q1 | $1.69M | Buy |
15,392
+1,595
| +12% | +$175K | 0.01% | 685 |
|
2023
Q4 | $1.43M | Buy |
13,797
+337
| +3% | +$34.9K | 0.01% | 687 |
|
2023
Q3 | $1.31M | Buy |
+13,460
| New | +$1.31M | 0.01% | 678 |
|