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HBK Sorce Advisory’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

HBK Sorce Advisory’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
2023
Q1 		– Sell
-1,866
Closed -$203K – 697
2022
Q4 		$203K Buy
+1,866
New +$196K 0.01% 653

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HBK Sorce Advisory's FXH Position: Q1 2023 in Review

HBK Sorce Advisory sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2023, closing a stake of 1,866 shares — an estimated $203K sold.

HBK Sorce Advisory first reported a position in FXH in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 255 funds tracked by Wall St. Rank hold FXH as of Q1 2023.

  • HBK Sorce Advisory reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,866 First Trust Health Care AlphaDEX Fund shares in Q1 2023, an estimated $203K.
  • HBK Sorce Advisory first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • HBK Sorce Advisory's First Trust Health Care AlphaDEX Fund position peaked at $203K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.