IronBridge Private Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

IronBridge Private 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
2021 Q4	–	Sell	-69,143	Closed	-$8.23M	–	309
2021 Q3	$8.23M	Buy	69,143 +69,130	+531,769%	+$8.46M	4.42%	7
2021 Q2	$2K	Sell	13 -83	-86%	-$9.47K	﹤0.01%	252
2021 Q1	$10K	Sell	96 -63,496	-100%	-$6.95M	0.01%	157
2020 Q4	$6.85M	Buy	+63,592	New	+$6.47M	5.07%	4

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IronBridge Private Wealth's FXH Position: Q4 2021 in Review

IronBridge Private Wealth sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 69,143 shares — an estimated $8.23M sold.

IronBridge Private Wealth first reported a position in FXH in Q4 2020 and held it in 4 quarters. The position peaked at $8.23M in Q3 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

IronBridge Private Wealth reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
IronBridge Private Wealth sold 69,143 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $8.23M.
IronBridge Private Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 4 quarters.
IronBridge Private Wealth's First Trust Health Care AlphaDEX Fund position peaked at $8.23M in Q3 2021.
239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on IronBridge Private Wealth's 13F filing for Q4 2021, filed 17 Feb 2022.