Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
-130
| Closed | -$14.8K | – | 362 |
|
|
2025
Q4 | $14.8K | Buy |
+130
| New | +$14.7K | ﹤0.01% | 450 |
|
|
2025
Q2 | – | Sell |
-130
| Closed | -$13.5K | – | 365 |
|
|
2025
Q1 | $13.5K | Hold |
130
| – | – | ﹤0.01% | 450 |
|
|
2024
Q4 | $13.5K | Hold |
130
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $14.5K | Hold |
130
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $13.6K | Hold |
130
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $14.2K | Hold |
130
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $13.5K | Hold |
130
| – | – | ﹤0.01% | 381 |
|
|
2023
Q3 | $12.6K | Hold |
130
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $14.1K | Hold |
130
| – | – | ﹤0.01% | 385 |
|
|
2023
Q1 | $14K | Hold |
130
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $14.1K | Hold |
130
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $13K | Hold |
130
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $15K | Hold |
130
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $16K | Hold |
130
| – | – | ﹤0.01% | 366 |
|
|
2021
Q3 | $15K | Hold |
130
| – | – | ﹤0.01% | 372 |
|
|
2021
Q2 | $15K | Hold |
130
| – | – | ﹤0.01% | 413 |
|
|
2021
Q1 | $14K | Hold |
130
| – | – | ﹤0.01% | 387 |
|
|
2020
Q4 | $14K | Hold |
130
| – | – | ﹤0.01% | 384 |
|
|
2020
Q3 | $12K | Hold |
130
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $12K | Hold |
130
| – | – | ﹤0.01% | 360 |
|
|
2020
Q1 | $10K | Hold |
130
| – | – | ﹤0.01% | 360 |
|
|
2019
Q4 | $11K | Hold |
130
| – | – | ﹤0.01% | 389 |
|
|
2019
Q3 | $10K | Hold |
130
| – | – | ﹤0.01% | 386 |
|
|
2019
Q2 | $10K | Buy |
+130
| New | +$9.66K | ﹤0.01% | 377 |
|
Other funds holding FXH
RW
PFA