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

IFG 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
2024
Q3 		– Sell
-3,420
Closed -$357K – 468
2024
Q2 		$357K Buy
+3,420
New +$359K 0.02% 470
2024
Q1 		– Sell
-3,706
Closed -$384K – 445
2023
Q4 		$384K Sell
3,706
-741
-17% -$71.4K 0.03% 417
2023
Q3 		$432K Buy
+4,447
New +$461K 0.04% 374
2023
Q2 		– Sell
-4,804
Closed -$517K – 379
2023
Q1 		$517K Sell
4,804
-6,143
-56% -$668K 0.05% 313
2022
Q4 		$1.19M Buy
10,947
+268
+3% +$28.1K 0.12% 188
2022
Q3 		$1.04M Buy
10,679
+1,895
+22% +$200K 0.09% 209
2022
Q2 		$905K Buy
8,784
+1,949
+29% +$210K 0.1% 205
2022
Q1 		$783K Buy
6,835
+5,161
+308% +$578K 0.08% 234
2021
Q4 		$207K Buy
+1,674
New +$200K 0.02% 473
2021
Q2 		– Sell
-1,917
Closed -$208K – 488
2021
Q1 		$208K Sell
1,917
-318
-14% -$34.8K 0.03% 461
2020
Q4 		$240K Sell
2,235
-142
-6% -$14.4K 0.03% 399
2020
Q3 		$225K Sell
2,377
-3
-0.1% -$281 0.04% 371
2020
Q2 		$214K Buy
+2,380
New +$204K 0.04% 365

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFG Advisory's FXH Position: Q3 2024 in Review

IFG Advisory sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2024, closing a stake of 3,420 shares — an estimated $357K sold.

IFG Advisory first reported a position in FXH in Q2 2020 and held it in 13 quarters. The position peaked at $1.19M in Q4 2022. 254 funds tracked by Wall St. Rank hold FXH as of Q3 2024.

  • IFG Advisory reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • IFG Advisory sold 3,420 First Trust Health Care AlphaDEX Fund shares in Q3 2024, an estimated $357K.
  • IFG Advisory first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2020 and held it in 13 quarters.
  • IFG Advisory's First Trust Health Care AlphaDEX Fund position peaked at $1.19M in Q4 2022.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2024.

Based on IFG Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.