Independence Bank of Kentucky’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Independence Bank of Kentucky’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 Q2	–	Sell	-201	Closed	-$23K	–	423
2022 Q1	$23K	Hold	201	–	–	0.01%	312
2021 Q4	$25K	Hold	201	–	–	0.01%	290
2021 Q3	$24K	Hold	201	–	–	0.01%	291
2021 Q2	$24K	Hold	201	–	–	0.01%	289
2021 Q1	$22K	Hold	201	–	–	0.01%	290
2020 Q4	$22K	Buy	+201	New	+$20.4K	0.01%	284

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Independence Bank of Kentucky's FXH Position: Q2 2022 in Review

Independence Bank of Kentucky sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2022, closing a stake of 201 shares — an estimated $23K sold.

Independence Bank of Kentucky first reported a position in FXH in Q4 2020 and held it in 6 quarters. The position peaked at $25K in Q4 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q2 2022.

Independence Bank of Kentucky reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Independence Bank of Kentucky sold 201 First Trust Health Care AlphaDEX Fund shares in Q2 2022, an estimated $23K.
Independence Bank of Kentucky first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 6 quarters.
Independence Bank of Kentucky's First Trust Health Care AlphaDEX Fund position peaked at $25K in Q4 2021.
239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2022.

Based on Independence Bank of Kentucky's 13F filing for Q2 2022, filed 6 Jul 2022.