Gradient Investments’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Gradient Investments’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 Q3	–	Sell	-500	Closed	-$59K	–	1180
2021 Q2	$59K	Buy	+500	New	+$57K	﹤0.01%	449
2020 Q2	–	Sell	-22	Closed	-$2K	–	1095
2020 Q1	$2K	Buy	+22	New	+$1.79K	﹤0.01%	914
2017 Q2	–	Sell	-67	Closed	-$4K	–	835
2017 Q1	$4K	Buy	+67	New	+$4.09K	﹤0.01%	634
2015 Q1	–	Sell	-87	Closed	-$5K	–	669
2014 Q4	$5K	Buy	+87	New	+$5.08K	﹤0.01%	419
2013 Q3	–	Sell	-26	Closed	-$1K	–	531
2013 Q2	$1K	Buy	+26	New	+$1.02K	﹤0.01%	408

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Gradient Investments's FXH Position: Q3 2021 in Review

Gradient Investments sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2021, closing a stake of 500 shares — an estimated $59K sold.

Gradient Investments first reported a position in FXH in Q2 2013 and held it in 5 quarters. The position peaked at $59K in Q2 2021. 216 funds tracked by Wall St. Rank hold FXH as of Q3 2021.

Gradient Investments reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 500 First Trust Health Care AlphaDEX Fund shares in Q3 2021, an estimated $59K.
Gradient Investments first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 5 quarters.
Gradient Investments's First Trust Health Care AlphaDEX Fund position peaked at $59K in Q2 2021.
216 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.