HHM Wealth Advisors’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 | $72K | Hold |
694
| – | – | 0.01% | 322 |
|
|
2025
Q1 | $71.9K | Hold |
694
| – | – | 0.01% | 306 |
|
|
2024
Q4 | $72.3K | Hold |
694
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $77.6K | Sell |
694
-180
| -21% | -$20.1K | 0.01% | 278 |
|
|
2024
Q2 | $91.4K | Hold |
874
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $95.8K | Sell |
874
-442
| -34% | -$48.4K | 0.02% | 212 |
|
|
2023
Q4 | $136K | Hold |
1,316
| – | – | 0.02% | 178 |
|
|
2023
Q3 | $128K | Hold |
1,316
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $143K | Hold |
1,316
| – | – | 0.03% | 165 |
|
|
2023
Q1 | $142K | Hold |
1,316
| – | – | 0.03% | 163 |
|
|
2022
Q4 | $143K | Hold |
1,316
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $128K | Hold |
1,316
| – | – | 0.03% | 146 |
|
|
2022
Q2 | $136K | Hold |
1,316
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $151K | Hold |
1,316
| – | – | 0.04% | 169 |
|
|
2021
Q4 | $163K | Hold |
1,316
| – | – | 0.04% | 159 |
|
|
2021
Q3 | $157K | Hold |
1,316
| – | – | 0.04% | 158 |
|
|
2021
Q2 | $154K | Hold |
1,316
| – | – | 0.04% | 162 |
|
|
2021
Q1 | $143K | Hold |
1,316
| – | – | 0.04% | 153 |
|
|
2020
Q4 | $142K | Hold |
1,316
| – | – | 0.05% | 131 |
|
|
2020
Q3 | $125K | Hold |
1,316
| – | – | 0.05% | 128 |
|
|
2020
Q2 | $119K | Buy |
1,316
+585
| +80% | +$52.9K | 0.05% | 118 |
|
|
2020
Q1 | $54K | Buy |
+731
| New | +$54K | 0.03% | 195 |
|