Kovack Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $505K | Sell |
4,573
-93
| -2% | -$10.5K | 0.03% | 579 |
|
|
2025
Q4 | $531K | Buy |
4,666
+707
| +18% | +$80.1K | 0.02% | 575 |
|
|
2025
Q3 | $434K | Buy |
3,959
+1,582
| +67% | +$166K | 0.04% | 369 |
|
|
2025
Q2 | $246K | Sell |
2,377
-2,276
| -49% | -$229K | 0.02% | 512 |
|
|
2025
Q1 | $482K | Buy |
4,653
+1
| +0% | +$107 | 0.05% | 312 |
|
|
2024
Q4 | $484K | Buy |
4,652
+2,200
| +90% | +$239K | 0.05% | 311 |
|
|
2024
Q3 | $274K | Buy |
+2,452
| New | +$269K | 0.03% | 462 |
|
|
2023
Q3 | – | Sell |
-2,216
| Closed | -$240K | – | 575 |
|
|
2023
Q2 | $240K | Hold |
2,216
| – | – | 0.03% | 467 |
|
|
2023
Q1 | $238K | Sell |
2,216
-66
| -3% | -$7.18K | 0.03% | 470 |
|
|
2022
Q4 | $248K | Sell |
2,282
-34
| -1% | -$3.56K | 0.04% | 455 |
|
|
2022
Q3 | $225K | Buy |
2,316
+107
| +5% | +$11.3K | 0.03% | 491 |
|
|
2022
Q2 | $228K | Sell |
2,209
-4
| -0.2% | -$431 | 0.03% | 532 |
|
|
2022
Q1 | $253K | Buy |
2,213
+359
| +19% | +$40.2K | 0.03% | 578 |
|
|
2021
Q4 | $230K | Hold |
1,854
| – | – | 0.02% | 609 |
|
|
2021
Q3 | $221K | Hold |
1,854
| – | – | 0.02% | 631 |
|
|
2021
Q2 | $217K | Buy |
+1,854
| New | +$212K | 0.02% | 619 |
|
|
2021
Q1 | – | Sell |
-2,948
| Closed | -$318K | – | 663 |
|
|
2020
Q4 | $318K | Sell |
2,948
-3
| -0.1% | -$305 | 0.05% | 388 |
|
|
2020
Q3 | $280K | Sell |
2,951
-840
| -22% | -$78.7K | 0.05% | 342 |
|
|
2020
Q2 | $342K | Buy |
3,791
+740
| +24% | +$63.5K | 0.07% | 291 |
|
|
2020
Q1 | $226K | Buy |
+3,051
| New | +$248K | 0.05% | 346 |
|
|
2019
Q2 | – | Sell |
-4,826
| Closed | -$369K | – | 492 |
|
|
2019
Q1 | $369K | Buy |
4,826
+366
| +8% | +$27.3K | 0.09% | 247 |
|
|
2018
Q4 | $307K | Buy |
+4,460
| New | +$338K | 0.09% | 256 |
|
Other funds holding FXH
RW
PFA