FAIM
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Financial Advocates Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-3,682
Closed -$404K – 773
2024
Q1 		$404K Buy
3,682
+725
+25% +$76.6K 0.02% 502
2023
Q4 		$306K Buy
+2,957
New +$285K 0.02% 550
2023
Q2 		– Sell
-68,745
Closed -$7.39M – 723
2023
Q1 		$7.39M Buy
68,745
+1,362
+2% +$148K 0.53% 40
2022
Q4 		$7.33M Buy
67,383
+2,637
+4% +$277K 0.55% 38
2022
Q3 		$6.29M Sell
64,746
-240
-0.4% -$25.3K 0.52% 37
2022
Q2 		$6.7M Sell
64,986
-1,611
-2% -$173K 0.54% 33
2022
Q1 		$7.64M Sell
66,597
-1,177
-2% -$132K 0.5% 36
2021
Q4 		$8.41M Sell
67,774
-721
-1% -$86.3K 0.53% 33
2021
Q3 		$8.15M Buy
68,495
+128
+0.2% +$15.7K 0.55% 29
2021
Q2 		$8.01M Sell
68,367
-3,070
-4% -$350K 0.53% 33
2021
Q1 		$7.76M Sell
71,437
-1,403
-2% -$154K 0.55% 29
2020
Q4 		$7.85M Sell
72,840
-440
-0.6% -$44.8K 0.54% 37
2020
Q3 		$6.94M Sell
73,280
-16,383
-18% -$1.53M 0.59% 30
2020
Q2 		$8.09M Buy
+89,663
New +$7.69M 0.77% 22
2018
Q4 		– Sell
-3,804
Closed -$323K – 455
2018
Q3 		$323K Sell
3,804
-36
-0.9% -$2.88K 0.04% 373
2018
Q2 		$287K Buy
+3,840
New +$278K 0.03% 377
2018
Q1 		– Sell
-2,951
Closed -$206K – 501
2017
Q4 		$206K Buy
+2,951
New +$202K 0.03% 457

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's FXH Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2024, closing a stake of 3,682 shares — an estimated $404K sold.

Financial Advocates Investment Management first reported a position in FXH in Q4 2017 and held it in 17 quarters. The position peaked at $8.41M in Q4 2021. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,682 First Trust Health Care AlphaDEX Fund shares in Q2 2024, an estimated $404K.
  • Financial Advocates Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 17 quarters.
  • Financial Advocates Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $8.41M in Q4 2021.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.