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Gerber Kawasaki Wealth & Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-75
Closed -$8K – 581
2021
Q3 		$8K Buy
+75
New +$9.18K ﹤0.01% 681

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FXH Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 75 shares — an estimated $8K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FXH in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 75 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $8K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $8K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.