Independent Advisor Alliance’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-36,045
| Closed | -$3.75M | – | 1012 |
|
2024
Q4 | $3.75M | Buy |
+36,045
| New | +$3.75M | 0.05% | 340 |
|
2021
Q1 | – | Sell |
-10,529
| Closed | -$1.14M | – | 601 |
|
2020
Q4 | $1.14M | Buy |
10,529
+858
| +9% | +$92.5K | 0.08% | 195 |
|
2020
Q3 | $931K | Buy |
9,671
+62
| +0.6% | +$5.97K | 0.07% | 197 |
|
2020
Q2 | $927K | Buy |
9,609
+6,458
| +205% | +$623K | 0.1% | 169 |
|
2020
Q1 | $233K | Sell |
3,151
-23,854
| -88% | -$1.76M | 0.03% | 326 |
|
2019
Q4 | $2.27M | Buy |
+27,005
| New | +$2.27M | 0.1% | 221 |
|