Hochman Cole Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Hochman Cole Investment Advisors’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 Q3	$729K	Sell	6,124 -41	-0.7%	-$5.02K	0.29%	66
2021 Q2	$722K	Sell	6,165 -255	-4%	-$29.1K	0.29%	62
2021 Q1	$697K	Hold	6,420	–	–	0.29%	61
2020 Q4	$692K	Buy	6,420 +76	+1%	+$7.73K	0.3%	57
2020 Q3	$601K	Buy	6,344 +271	+4%	+$25.4K	0.3%	57
2020 Q2	$548K	Hold	6,073	–	–	0.3%	61
2020 Q1	$449K	Buy	6,073 +51	+0.8%	+$4.14K	0.31%	60
2019 Q4	$507K	Sell	6,022 -95	-2%	-$7.52K	0.28%	65
2019 Q3	$453K	Buy	6,117 +56	+0.9%	+$4.27K	0.28%	64
2019 Q2	$469K	Sell	6,061 -472	-7%	-$35.1K	0.28%	65
2019 Q1	$499K	Buy	6,533 +1,788	+38%	+$133K	0.3%	66
2018 Q4	$327K	Buy	4,745 +761	+19%	+$57.6K	0.22%	79
2018 Q3	$338K	Hold	3,984	–	–	0.21%	76
2018 Q2	$296K	Buy	+3,984	New	+$288K	0.19%	81

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hochman Cole Investment Advisors's FXH Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.67% in Q3 2021, selling an estimated $5.02K and leaving 6,124 shares worth $729K. The position accounts for 0.29% of the portfolio, ranked #66.

Hochman Cole Investment Advisors first reported a position in FXH in Q2 2018 and has held it in 14 quarters since. 216 funds tracked by Wall St. Rank hold FXH as of Q3 2021.

Hochman Cole Investment Advisors held 6,124 shares of First Trust Health Care AlphaDEX Fund worth $729K as of Q3 2021.
Hochman Cole Investment Advisors sold 41 First Trust Health Care AlphaDEX Fund shares in Q3 2021, an estimated $5.02K.
First Trust Health Care AlphaDEX Fund made up 0.29% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #66 holding.
Hochman Cole Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2018 and has held it in 14 quarters since.
216 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.