IHT Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

IHT Wealth Management’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
2022 Q1	–	Sell	-1,738	Closed	-$216K	–	800
2021 Q4	$216K	Sell	1,738 -22	-1%	-$2.63K	0.02%	726
2021 Q3	$210K	Buy	+1,760	New	+$215K	0.02%	722
2020 Q4	–	Sell	-3,087	Closed	-$292K	–	753
2020 Q3	$292K	Buy	3,087 +555	+22%	+$52K	0.03%	487
2020 Q2	$228K	Buy	+2,532	New	+$217K	0.03%	482
2018 Q2	–	Sell	-1,254	Closed	-$85K	–	777
2018 Q1	$85K	Hold	1,254	–	–	0.02%	524
2017 Q4	$90K	Buy	1,254 +594	+90%	+$40.6K	0.02%	519
2017 Q3	$45K	Sell	660 -37,745	-98%	-$2.52M	0.02%	548
2017 Q2	$36	Buy	38,405 +23,678	+161%	+$1.52M	0.02%	602
2017 Q1	$402K	Buy	14,727 +13,984	+1,882%	+$854K	0.27%	91
2016 Q4	$43K	Buy	+743	New	+$43K	0.03%	418

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

IHT Wealth Management's FXH Position: Q1 2022 in Review

IHT Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2022, closing a stake of 1,738 shares — an estimated $216K sold.

IHT Wealth Management first reported a position in FXH in Q4 2016 and held it in 10 quarters. The position peaked at $402K in Q1 2017. 231 funds tracked by Wall St. Rank hold FXH as of Q1 2022.

IHT Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
IHT Wealth Management sold 1,738 First Trust Health Care AlphaDEX Fund shares in Q1 2022, an estimated $216K.
IHT Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2016 and held it in 10 quarters.
IHT Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $402K in Q1 2017.
231 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.