Liberty Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-735	Closed	-$87K	–	512
2021 Q3	$87K	Hold	735	–	–	0.03%	317
2021 Q2	$86K	Hold	735	–	–	0.03%	231
2021 Q1	$80K	Hold	735	–	–	0.04%	212
2020 Q4	$80K	Hold	735	–	–	0.04%	210
2020 Q3	$70K	Hold	735	–	–	0.04%	192
2020 Q2	$66K	Buy	+735	New	+$63K	0.05%	193

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty Wealth Management's FXH Position: Q4 2021 in Review

Liberty Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 735 shares — an estimated $87K sold.

Liberty Wealth Management first reported a position in FXH in Q2 2020 and held it in 6 quarters. The position peaked at $87K in Q3 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

Liberty Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 735 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $87K.
Liberty Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2020 and held it in 6 quarters.
Liberty Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $87K in Q3 2021.
239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.