Ignite Planners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Ignite Planners’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 Q4	–	Sell	-2,931	Closed	-$282K	–	306
2023 Q3	$282K	Buy	2,931 +252	+9%	+$26.1K	0.09%	254
2023 Q2	$282K	Hold	2,679	–	–	0.11%	200
2023 Q1	$294K	Hold	2,679	–	–	0.12%	196
2022 Q4	$300K	Hold	2,679	–	–	0.13%	189
2022 Q3	$267K	Hold	2,679	–	–	0.21%	136
2022 Q2	$286K	Hold	2,679	–	–	0.23%	121
2022 Q1	$297K	Buy	2,679 +418	+18%	+$46.9K	0.2%	139
2021 Q4	$253K	Buy	+2,261	New	+$271K	0.16%	148

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ignite Planners's FXH Position: Q4 2023 in Review

Ignite Planners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2023, closing a stake of 2,931 shares — an estimated $282K sold.

Ignite Planners first reported a position in FXH in Q4 2021 and held it in 8 quarters. The position peaked at $300K in Q4 2022. 262 funds tracked by Wall St. Rank hold FXH as of Q4 2023.

Ignite Planners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 2,931 First Trust Health Care AlphaDEX Fund shares in Q4 2023, an estimated $282K.
Ignite Planners first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 8 quarters.
Ignite Planners's First Trust Health Care AlphaDEX Fund position peaked at $300K in Q4 2022.
262 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.