High Net Worth Advisory Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

High Net Worth Advisory Group’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	-700	Closed	-$76.1K	–	332
2022 Q4	$76.1K	Hold	700	–	–	0.03%	269
2022 Q3	$68K	Hold	700	–	–	0.03%	280
2022 Q2	$72K	Hold	700	–	–	0.03%	277
2022 Q1	$80K	Hold	700	–	–	0.03%	274
2021 Q4	$87K	Buy	+700	New	+$83.8K	0.03%	278

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

High Net Worth Advisory Group's FXH Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2023, closing a stake of 700 shares — an estimated $76.1K sold.

High Net Worth Advisory Group first reported a position in FXH in Q4 2021 and held it in 5 quarters. The position peaked at $87K in Q4 2021. 255 funds tracked by Wall St. Rank hold FXH as of Q1 2023.

High Net Worth Advisory Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 700 First Trust Health Care AlphaDEX Fund shares in Q1 2023, an estimated $76.1K.
High Net Worth Advisory Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's First Trust Health Care AlphaDEX Fund position peaked at $87K in Q4 2021.
255 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.