KCIA
FXH icon

Kingsbury Capital Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Kingsbury Capital Investment 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
2022
Q3 		$2.49M Sell
25,618
-1,458
-5% -$153K 3.8% 7
2022
Q2 		$2.79M Sell
27,076
-143
-0.5% -$15.4K 3.84% 7
2022
Q1 		$3.12M Buy
+27,219
New +$3.05M 3.44% 9

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Kingsbury Capital Investment Advisors's FXH Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its First Trust Health Care AlphaDEX Fund (FXH) stake by 5.4% in Q3 2022, selling an estimated $153K and leaving 25,618 shares worth $2.49M. The position accounts for 3.8% of the portfolio, ranked #7.

Kingsbury Capital Investment Advisors first reported a position in FXH in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.12M in Q1 2022. 247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 25,618 shares of First Trust Health Care AlphaDEX Fund worth $2.49M as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 1,458 First Trust Health Care AlphaDEX Fund shares in Q3 2022, an estimated $153K.
  • First Trust Health Care AlphaDEX Fund made up 3.8% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #7 holding.
  • Kingsbury Capital Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $3.12M in Q1 2022.
  • 247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.