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Impact Partnership Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-278
Closed -$30.5K – 392
2024
Q1 		$30.5K Hold
278
– – 0.01% 357
2023
Q4 		$28.8K Hold
278
– – 0.01% 381
2023
Q3 		$27K Buy
+278
New +$28.8K 0.01% 458

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Impact Partnership Wealth's FXH Position: Q2 2024 in Review

Impact Partnership Wealth sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2024, closing a stake of 278 shares — an estimated $30.5K sold.

Impact Partnership Wealth first reported a position in FXH in Q3 2023 and held it in 3 quarters. The position peaked at $30.5K in Q1 2024. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2024.

  • Impact Partnership Wealth reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 278 First Trust Health Care AlphaDEX Fund shares in Q2 2024, an estimated $30.5K.
  • Impact Partnership Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's First Trust Health Care AlphaDEX Fund position peaked at $30.5K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.