Foundations Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Foundations Investment Advisors’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 Q1	–	Sell	-7,799	Closed	-$848K	–	524
2022 Q4	$848K	Sell	7,799 -408	-5%	-$42.8K	0.03%	217
2022 Q3	$798K	Sell	8,207 -379	-4%	-$39.9K	0.03%	193
2022 Q2	$903K	Buy	+8,586	New	+$925K	0.04%	162

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Foundations Investment Advisors's FXH Position: Q1 2023 in Review

Foundations Investment Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2023, closing a stake of 7,799 shares — an estimated $848K sold.

Foundations Investment Advisors first reported a position in FXH in Q2 2022 and held it in 3 quarters. The position peaked at $903K in Q2 2022. 255 funds tracked by Wall St. Rank hold FXH as of Q1 2023.

Foundations Investment Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Foundations Investment Advisors sold 7,799 First Trust Health Care AlphaDEX Fund shares in Q1 2023, an estimated $848K.
Foundations Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2022 and held it in 3 quarters.
Foundations Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $903K in Q2 2022.
255 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2023.

Based on Foundations Investment Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.