Focus Financial Network’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Focus Financial Network’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
2022 Q2	–	Sell	-2,755	Closed	-$316K	–	500
2022 Q1	$316K	Buy	+2,755	New	+$309K	0.02%	392
2021 Q1	–	Sell	-5,428	Closed	-$585K	–	440
2020 Q4	$585K	Buy	5,428 +758	+16%	+$77.1K	0.05%	248
2020 Q3	$442K	Sell	4,670 -537	-10%	-$50.3K	0.04%	278
2020 Q2	$470K	Buy	5,207 +110	+2%	+$9.43K	0.05%	252
2020 Q1	$377K	Buy	5,097 +263	+5%	+$21.4K	0.05%	251
2019 Q4	$407K	Buy	+4,834	New	+$383K	0.05%	269

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Financial Network's FXH Position: Q2 2022 in Review

Focus Financial Network sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2022, closing a stake of 2,755 shares — an estimated $316K sold.

Focus Financial Network first reported a position in FXH in Q4 2019 and held it in 6 quarters. The position peaked at $585K in Q4 2020. 239 funds tracked by Wall St. Rank hold FXH as of Q2 2022.

Focus Financial Network reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Focus Financial Network sold 2,755 First Trust Health Care AlphaDEX Fund shares in Q2 2022, an estimated $316K.
Focus Financial Network first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 6 quarters.
Focus Financial Network's First Trust Health Care AlphaDEX Fund position peaked at $585K in Q4 2020.
239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2022.

Based on Focus Financial Network's 13F filing for Q2 2022, filed 24 Jul 2024.