Kings Point Capital Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Kings Point Capital Management’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	-425	Closed	-$53K	–	604
2021 Q4	$53K	Hold	425	–	–	﹤0.01%	376
2021 Q3	$51K	Buy	+425	New	+$52K	﹤0.01%	351
2021 Q2	–	Sell	-564	Closed	-$61K	–	555
2021 Q1	$61K	Hold	564	–	–	0.01%	318
2020 Q4	$61K	Hold	564	–	–	0.01%	298
2020 Q3	$53K	Buy	+564	New	+$52.8K	0.01%	308

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

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 $374B AUM 17.66% 1-Year Est. Return

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

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

Kings Point Capital Management's FXH Position: Q1 2022 in Review

Kings Point Capital Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2022, closing a stake of 425 shares — an estimated $53K sold.

Kings Point Capital Management first reported a position in FXH in Q3 2020 and held it in 5 quarters. The position peaked at $61K in Q1 2021. 231 funds tracked by Wall St. Rank hold FXH as of Q1 2022.

Kings Point Capital Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 425 First Trust Health Care AlphaDEX Fund shares in Q1 2022, an estimated $53K.
Kings Point Capital Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2020 and held it in 5 quarters.
Kings Point Capital Management's First Trust Health Care AlphaDEX Fund position peaked at $61K in Q1 2021.
231 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.