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

Gryphon Financial Partners’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	–	Sell	-309	Closed	-$32K	–	199
2022 Q2	$32K	Buy	+309	New	+$33.3K	0.01%	208
2018 Q3	–	Sell	-309	Closed	-$23K	–	420
2018 Q2	$23K	Hold	309	–	–	0.01%	354
2018 Q1	$21K	Hold	309	–	–	0.01%	373
2017 Q4	$22K	Buy	+309	New	+$21.1K	0.01%	381

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 $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

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

Gryphon Financial Partners's FXH Position: Q3 2022 in Review

Gryphon Financial Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2022, closing a stake of 309 shares — an estimated $32K sold.

Gryphon Financial Partners first reported a position in FXH in Q4 2017 and held it in 4 quarters. The position peaked at $32K in Q2 2022. 247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

Gryphon Financial Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Gryphon Financial Partners sold 309 First Trust Health Care AlphaDEX Fund shares in Q3 2022, an estimated $32K.
Gryphon Financial Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
Gryphon Financial Partners's First Trust Health Care AlphaDEX Fund position peaked at $32K in Q2 2022.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on Gryphon Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.