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JP Morgan Private Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

JP Morgan Private 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
2023
Q3 		$601K Sell
6,186
-200
-3% -$20.8K ﹤0.01% 1170
2023
Q2 		$692K Sell
6,386
-210
-3% -$22.5K ﹤0.01% 896
2023
Q1 		$709K Buy
6,596
+70
+1% +$7.62K ﹤0.01% 1333
2022
Q4 		$710K Buy
6,526
+137
+2% +$14.4K ﹤0.01% 1313
2022
Q3 		$621K Hold
6,389
– – ﹤0.01% 1365
2022
Q2 		$659K Buy
6,389
+143
+2% +$15.4K ﹤0.01% 1333
2022
Q1 		$716K Buy
6,246
+200
+3% +$22.4K ﹤0.01% 1368
2021
Q4 		$751K Buy
6,046
+1,014
+20% +$121K ﹤0.01% 1384
2021
Q3 		$599K Buy
5,032
+172
+4% +$21.1K ﹤0.01% 1427
2021
Q2 		$569K Buy
4,860
+1,530
+46% +$175K ﹤0.01% 1431
2021
Q1 		$362K Hold
3,330
– – ﹤0.01% 1453
2020
Q4 		$359K Hold
3,330
– – ﹤0.01% 1422
2020
Q3 		$315K Buy
3,330
+89
+3% +$8.34K ﹤0.01% 1342
2020
Q2 		$292K Hold
3,241
– – ﹤0.01% 1315
2020
Q1 		$240K Hold
3,241
– – ﹤0.01% 1223
2019
Q4 		$273K Hold
3,241
– – ﹤0.01% 1278
2019
Q3 		$240K Buy
3,241
+100
+3% +$7.63K ﹤0.01% 1273
2019
Q2 		$243K Sell
3,141
-30
-0.9% -$2.23K ﹤0.01% 1229
2019
Q1 		$242K Hold
3,171
– – ﹤0.01% 1303
2018
Q4 		$218K Sell
3,171
-625
-16% -$47.3K ﹤0.01% 1307
2018
Q3 		$322K Hold
3,796
– – ﹤0.01% 1256
2018
Q2 		$282K Sell
3,796
-124
-3% -$8.97K ﹤0.01% 1230
2018
Q1 		$272K Buy
3,920
+360
+10% +$26K ﹤0.01% 1079
2017
Q4 		$248K Buy
3,560
+208
+6% +$14.2K ﹤0.01% 1114
2017
Q3 		$226K Buy
3,352
+100
+3% +$6.67K ﹤0.01% 1116
2017
Q2 		$217K Hold
3,252
– – ﹤0.01% 1124
2017
Q1 		$203K Buy
+3,252
New +$198K ﹤0.01% 1240

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $424B AUM 22.96% 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FXH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 3.1% in Q3 2023, selling an estimated $20.8K and leaving 6,186 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

JP Morgan Private Wealth Advisors first reported a position in FXH in Q1 2017 and has held it in 27 quarters since. The position peaked at $751K in Q4 2021. 249 funds tracked by Wall St. Rank hold FXH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 6,186 shares of First Trust Health Care AlphaDEX Fund worth $601K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 200 First Trust Health Care AlphaDEX Fund shares in Q3 2023, an estimated $20.8K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1170 holding.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2017 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $751K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.