Harvest Group Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-140	Closed	-$15K	–	276
2020 Q4	$15K	Hold	140	–	–	0.01%	192
2020 Q3	$13K	Hold	140	–	–	0.01%	197
2020 Q2	$12K	Hold	140	–	–	0.01%	198
2020 Q1	$10K	Hold	140	–	–	0.01%	202
2019 Q4	$11K	Hold	140	–	–	0.01%	226
2019 Q3	$10K	Hold	140	–	–	0.01%	259
2019 Q2	$10K	Sell	140 -71	-34%	-$5.28K	0.01%	218
2019 Q1	$16K	Buy	+211	New	+$15.7K	0.01%	185

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 $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

Harvest Group Wealth Management's FXH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2021, closing a stake of 140 shares — an estimated $15K sold.

Harvest Group Wealth Management first reported a position in FXH in Q1 2019 and held it in 8 quarters. The position peaked at $16K in Q1 2019. 209 funds tracked by Wall St. Rank hold FXH as of Q1 2021.

Harvest Group Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 140 First Trust Health Care AlphaDEX Fund shares in Q1 2021, an estimated $15K.
Harvest Group Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $16K in Q1 2019.
209 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.