Keystone Wealth Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Keystone Wealth Services’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 Q3	–	Sell	-2,034	Closed	-$210K	–	166
2022 Q2	$210K	Buy	2,034 +84	+4%	+$9.05K	0.09%	160
2022 Q1	$224K	Hold	1,950	–	–	0.09%	163
2021 Q4	$242K	Buy	+1,950	New	+$233K	0.1%	156

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Keystone Wealth Services's FXH Position: Q3 2022 in Review

Keystone Wealth Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2022, closing a stake of 2,034 shares — an estimated $210K sold.

Keystone Wealth Services first reported a position in FXH in Q4 2021 and held it in 3 quarters. The position peaked at $242K in Q4 2021. 247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

Keystone Wealth Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Keystone Wealth Services sold 2,034 First Trust Health Care AlphaDEX Fund shares in Q3 2022, an estimated $210K.
Keystone Wealth Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 3 quarters.
Keystone Wealth Services's First Trust Health Care AlphaDEX Fund position peaked at $242K in Q4 2021.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on Keystone Wealth Services's 13F filing for Q3 2022, filed 1 Nov 2022.