Harel Insurance Investments & Financial Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Harel Insurance Investments & Financial Services’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	-4,000	Closed	-$1.39M	–	782
2020 Q4	$1.39M	Hold	4,000	–	–	0.03%	238
2020 Q3	$379K	Hold	4,000	–	–	0.01%	231
2020 Q2	$361K	Buy	4,000 +2,000	+100%	+$171K	0.01%	169
2020 Q1	$148K	Sell	2,000 -2,200	-52%	-$179K	0.01%	184
2019 Q4	$354K	Buy	+4,200	New	+$333K	0.02%	158
2017 Q2	–	Hold	0	–	–	–	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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Harel Insurance Investments & Financial Services's FXH Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2021, closing a stake of 4,000 shares — an estimated $1.39M sold.

Harel Insurance Investments & Financial Services first reported a position in FXH in Q4 2019 and held it in 5 quarters. The position peaked at $1.39M in Q4 2020. 209 funds tracked by Wall St. Rank hold FXH as of Q1 2021.

Harel Insurance Investments & Financial Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 4,000 First Trust Health Care AlphaDEX Fund shares in Q1 2021, an estimated $1.39M.
Harel Insurance Investments & Financial Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's First Trust Health Care AlphaDEX Fund position peaked at $1.39M in Q4 2020.
209 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.