HB Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,740
| Closed | -$698K | – | 1190 |
|
|
2025
Q1 | $698K | Hold |
6,740
| – | – | 0.01% | 642 |
|
|
2024
Q4 | $702K | Hold |
6,740
| – | – | 0.01% | 509 |
|
|
2024
Q3 | $754K | Hold |
6,740
| – | – | 0.01% | 450 |
|
|
2024
Q2 | $704K | Buy |
6,740
+3,200
| +90% | +$334K | 0.01% | 443 |
|
|
2024
Q1 | $388K | Hold |
3,540
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $367K | Buy |
+3,540
| New | +$367K | 0.01% | 538 |
|