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

FourThought Financial’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 Q3	$32K	Hold	330	–	–	﹤0.01%	739
2022 Q2	$34K	Sell	330 -110	-25%	-$11.8K	0.01%	722
2022 Q1	$50K	Buy	440 +110	+33%	+$12.3K	0.01%	658
2021 Q4	$41K	Hold	330	–	–	0.01%	718
2021 Q3	$39K	Buy	+330	New	+$40.4K	0.01%	761

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 $424B AUM 22.94% 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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

FourThought Financial's FXH Position: Q3 2022 in Review

FourThought Financial held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q3 2022 at 330 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

FourThought Financial first reported a position in FXH in Q3 2021 and has held it in 5 quarters since. The position peaked at $50K in Q1 2022. 247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

FourThought Financial held 330 shares of First Trust Health Care AlphaDEX Fund worth $32K as of Q3 2022.
FourThought Financial left its First Trust Health Care AlphaDEX Fund share count unchanged in Q3 2022.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #739 holding.
FourThought Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2021 and has held it in 5 quarters since.
FourThought Financial's First Trust Health Care AlphaDEX Fund position peaked at $50K in Q1 2022.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.