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Kraft Davis & Associates’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Kraft Davis & Associates’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
2023
Q4 		– Sell
-6,519
Closed -$622K – 138
2023
Q3 		$622K Hold
6,519
– – 0.23% 54
2023
Q2 		$684K Buy
+6,519
New +$698K 0.24% 54

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kraft Davis & Associates's FXH Position: Q4 2023 in Review

Kraft Davis & Associates sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2023, closing a stake of 6,519 shares — an estimated $622K sold.

Kraft Davis & Associates first reported a position in FXH in Q2 2023 and held it in 2 quarters. The position peaked at $684K in Q2 2023. 262 funds tracked by Wall St. Rank hold FXH as of Q4 2023.

  • Kraft Davis & Associates reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Kraft Davis & Associates sold 6,519 First Trust Health Care AlphaDEX Fund shares in Q4 2023, an estimated $622K.
  • Kraft Davis & Associates first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2023 and held it in 2 quarters.
  • Kraft Davis & Associates's First Trust Health Care AlphaDEX Fund position peaked at $684K in Q2 2023.
  • 262 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2023.

Based on Kraft Davis & Associates's 13F filing for Q4 2023, filed 31 Jan 2024.