Global Wealth Management Investment Advisory’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-137	Closed	-$15K	–	480
2020 Q4	$15K	Hold	137	–	–	0.01%	252
2020 Q3	$13K	Hold	137	–	–	0.01%	257
2020 Q2	$12K	Hold	137	–	–	0.01%	326
2020 Q1	$10K	Hold	137	–	–	0.01%	334
2019 Q4	$12K	Sell	137 -499	-78%	-$39.5K	0.01%	325
2019 Q3	$47K	Buy	636 +499	+364%	+$38K	0.02%	167
2019 Q2	$11K	Sell	137 -90	-40%	-$6.69K	0.01%	352
2019 Q1	$17K	Sell	227 -184	-45%	-$13.7K	0.01%	321
2018 Q4	$28K	Buy	+411	New	+$31.1K	0.02%	264

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's FXH Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2021, closing a stake of 137 shares — an estimated $15K sold.

Global Wealth Management Investment Advisory first reported a position in FXH in Q4 2018 and held it in 9 quarters. The position peaked at $47K in Q3 2019. 209 funds tracked by Wall St. Rank hold FXH as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 137 First Trust Health Care AlphaDEX Fund shares in Q1 2021, an estimated $15K.
Global Wealth Management Investment Advisory first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's First Trust Health Care AlphaDEX Fund position peaked at $47K in Q3 2019.
209 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.