Householder Group Estate & Retirement Specialist’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$23K	Sell	228 -70	-23%	-$7.6K	0.02%	274
2024 Q3	$33K	Hold	298	–	–	0.01%	567
2024 Q2	$31K	Hold	298	–	–	0.01%	577
2024 Q1	$32.7K	Buy	298 +173	+138%	+$18.3K	0.01%	565
2023 Q4	$12K	Hold	125	–	–	﹤0.01%	727
2023 Q3	$12.2K	Buy	+125	New	+$13K	﹤0.01%	745
2023 Q1	$16K	Buy	+151	New	+$16.4K	0.01%	681
2022 Q4	–	Sell	-151	Closed	-$14K	–	595
2022 Q3	$14K	Buy	+151	New	+$15.9K	0.01%	657

Other funds holding FXH

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's FXH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 23% in Q4 2024, selling an estimated $7.6K and leaving 228 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #274.

Householder Group Estate & Retirement Specialist first reported a position in FXH in Q3 2022 and has held it in 8 quarters since. The position peaked at $33K in Q3 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q4 2024.

Householder Group Estate & Retirement Specialist held 228 shares of First Trust Health Care AlphaDEX Fund worth $23K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 70 First Trust Health Care AlphaDEX Fund shares in Q4 2024, an estimated $7.6K.
First Trust Health Care AlphaDEX Fund made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #274 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Health Care AlphaDEX Fund position peaked at $33K in Q3 2024.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.