Intercontinental Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Intercontinental Wealth Advisors’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	-2,115	Closed	-$263K	–	286
2021 Q4	$263K	Hold	2,115	–	–	0.06%	262
2021 Q3	$252K	Sell	2,115 -295	-12%	-$36.1K	0.06%	254
2021 Q2	$282K	Buy	+2,410	New	+$275K	0.06%	241
2021 Q1	–	Sell	-11,110	Closed	-$1.2M	–	279
2020 Q4	$1.2M	Buy	+11,110	New	+$1.13M	0.29%	69

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intercontinental Wealth Advisors's FXH Position: Q1 2022 in Review

Intercontinental Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2022, closing a stake of 2,115 shares — an estimated $263K sold.

Intercontinental Wealth Advisors first reported a position in FXH in Q4 2020 and held it in 4 quarters. The position peaked at $1.2M in Q4 2020. 231 funds tracked by Wall St. Rank hold FXH as of Q1 2022.

Intercontinental Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 2,115 First Trust Health Care AlphaDEX Fund shares in Q1 2022, an estimated $263K.
Intercontinental Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 4 quarters.
Intercontinental Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.2M in Q4 2020.
231 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.