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

EPG 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
2023 Q4	–	Sell	-102	Closed	-$9.94K	–	436
2023 Q3	$9.94K	Hold	102	–	–	﹤0.01%	365
2023 Q2	$11.1K	Hold	102	–	–	﹤0.01%	351
2023 Q1	$11K	Hold	102	–	–	﹤0.01%	359
2022 Q4	$11.1K	Hold	102	–	–	﹤0.01%	326
2022 Q3	$10K	Buy	+102	New	+$10.7K	﹤0.01%	332
2022 Q2	–	Sell	-102	Closed	-$12K	–	271
2022 Q1	$12K	Hold	102	–	–	﹤0.01%	347
2021 Q4	$13K	Hold	102	–	–	﹤0.01%	346
2021 Q3	$12K	Buy	+102	New	+$12.5K	﹤0.01%	324
2020 Q2	–	Sell	-102	Closed	-$8K	–	366
2020 Q1	$8K	Buy	+102	New	+$8.29K	0.01%	513

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EPG Wealth Management's FXH Position: Q4 2023 in Review

EPG Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2023, closing a stake of 102 shares — an estimated $9.94K sold.

EPG Wealth Management first reported a position in FXH in Q1 2020 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 262 funds tracked by Wall St. Rank hold FXH as of Q4 2023.

EPG Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
EPG Wealth Management sold 102 First Trust Health Care AlphaDEX Fund shares in Q4 2023, an estimated $9.94K.
EPG Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2020 and held it in 9 quarters.
EPG Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $13K in Q4 2021.
262 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.