Kingswood Wealth Advisors’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
$253K Sell
2,442
-3,180
-57% -$330K 0.02% 618
2025
Q1
$582K Sell
5,622
-130
-2% -$13.5K 0.05% 356
2024
Q4
$599K Sell
5,752
-30,237
-84% -$3.15M 0.05% 391
2024
Q3
$4.03M Buy
+35,989
New +$4.03M 0.29% 77