Juncture Wealth Strategies’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Juncture Wealth Strategies’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
2020 Q2	–	Sell	-3,736	Closed	-$276K	–	102
2020 Q1	$276K	Buy	3,736 +255	+7%	+$20.7K	0.25%	77
2019 Q4	$293K	Sell	3,481 -144	-4%	-$11.4K	0.23%	86
2019 Q3	$268K	Sell	3,625 -5,330	-60%	-$406K	0.24%	90
2019 Q2	$694K	Sell	8,955 -15,897	-64%	-$1.18M	0.56%	47
2019 Q1	$1.9M	Sell	24,852 -7,701	-24%	-$574K	1.47%	17
2018 Q4	$2.24M	Buy	+32,553	New	+$2.47M	1.51%	18

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Juncture Wealth Strategies's FXH Position: Q2 2020 in Review

Juncture Wealth Strategies sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2020, closing a stake of 3,736 shares — an estimated $276K sold.

Juncture Wealth Strategies first reported a position in FXH in Q4 2018 and held it in 6 quarters. The position peaked at $2.24M in Q4 2018. 202 funds tracked by Wall St. Rank hold FXH as of Q2 2020.

Juncture Wealth Strategies reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Juncture Wealth Strategies sold 3,736 First Trust Health Care AlphaDEX Fund shares in Q2 2020, an estimated $276K.
Juncture Wealth Strategies first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 6 quarters.
Juncture Wealth Strategies's First Trust Health Care AlphaDEX Fund position peaked at $2.24M in Q4 2018.
202 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2020.

Based on Juncture Wealth Strategies's 13F filing for Q2 2020, filed 28 Jul 2020.