Kingsview Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Hold |
4,728
| – | – | 0.01% | 776 |
|
|
2025
Q1 | $490K | Hold |
4,728
| – | – | 0.01% | 728 |
|
|
2024
Q4 | $492K | Sell |
4,728
-27
| -0.6% | -$2.81K | 0.01% | 747 |
|
|
2024
Q3 | $532K | Hold |
4,755
| – | – | 0.01% | 694 |
|
|
2024
Q2 | $497K | Buy |
4,755
+26
| +0.5% | +$2.72K | 0.01% | 684 |
|
|
2024
Q1 | $518K | Sell |
4,729
-86
| -2% | -$9.43K | 0.01% | 658 |
|
|
2023
Q4 | $499K | Buy |
4,815
+86
| +2% | +$8.91K | 0.01% | 636 |
|
|
2023
Q3 | $459K | Hold |
4,729
| – | – | 0.02% | 633 |
|
|
2023
Q2 | $512K | Sell |
4,729
-11,148
| -70% | -$1.21M | 0.02% | 583 |
|
|
2023
Q1 | $1.71M | Buy |
15,877
+11,148
| +236% | +$1.2M | 0.07% | 265 |
|
|
2022
Q4 | $514K | Hold |
4,729
| – | – | 0.02% | 501 |
|
|
2022
Q3 | $460K | Hold |
4,729
| – | – | 0.02% | 519 |
|
|
2022
Q2 | $488K | Hold |
4,729
| – | – | 0.02% | 540 |
|
|
2022
Q1 | $542K | Hold |
4,729
| – | – | 0.02% | 552 |
|
|
2021
Q4 | $587K | Hold |
4,729
| – | – | 0.02% | 523 |
|
|
2021
Q3 | $563K | Hold |
4,729
| – | – | 0.03% | 513 |
|
|
2021
Q2 | $560K | Sell |
4,729
-21
| -0.4% | -$2.49K | 0.03% | 532 |
|
|
2021
Q1 | $520K | Sell |
4,750
-4,283
| -47% | -$469K | 0.03% | 499 |
|
|
2020
Q4 | $974K | Sell |
9,033
-2,039
| -18% | -$220K | 0.07% | 281 |
|
|
2020
Q3 | $1.05M | Sell |
11,072
-34
| -0.3% | -$3.22K | 0.09% | 213 |
|
|
2020
Q2 | $1M | Sell |
11,106
-6,170
| -36% | -$557K | 0.1% | 204 |
|
|
2020
Q1 | $1.28M | Buy |
17,276
+1,843
| +12% | +$136K | 0.17% | 149 |
|
|
2019
Q4 | $1.3M | Buy |
15,433
+6,659
| +76% | +$560K | 0.16% | 162 |
|
|
2019
Q3 | $649K | Sell |
8,774
-221
| -2% | -$16.3K | 0.1% | 215 |
|
|
2019
Q2 | $697K | Sell |
8,995
-3,938
| -30% | -$305K | 0.12% | 194 |
|
|
2019
Q1 | $988K | Buy |
12,933
+5,975
| +86% | +$456K | 0.15% | 175 |
|
|
2018
Q4 | $479K | Buy |
+6,958
| New | +$479K | 0.1% | 226 |
|