FWP
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Firethorn Wealth Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Firethorn 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
2023
Q2 		– Sell
-1,885
Closed -$207K – 126
2023
Q1 		$207K Buy
+1,885
New +$205K 0.16% 108

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $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
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Firethorn Wealth Partners's FXH Position: Q2 2023 in Review

Firethorn Wealth Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2023, closing a stake of 1,885 shares — an estimated $207K sold.

Firethorn Wealth Partners first reported a position in FXH in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 256 funds tracked by Wall St. Rank hold FXH as of Q2 2023.

  • Firethorn Wealth Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Firethorn Wealth Partners sold 1,885 First Trust Health Care AlphaDEX Fund shares in Q2 2023, an estimated $207K.
  • Firethorn Wealth Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Firethorn Wealth Partners's First Trust Health Care AlphaDEX Fund position peaked at $207K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2023.

Based on Firethorn Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.