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Mach-1 Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Mach-1 Financial Group’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
Q3 		– Sell
-1,970
Closed -$213K – 221
2023
Q2 		$213K Buy
+1,970
New +$211K 0.06% 182

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mach-1 Financial Group's FXH Position: Q3 2023 in Review

Mach-1 Financial Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2023, closing a stake of 1,970 shares — an estimated $213K sold.

Mach-1 Financial Group first reported a position in FXH in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 249 funds tracked by Wall St. Rank hold FXH as of Q3 2023.

  • Mach-1 Financial Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 1,970 First Trust Health Care AlphaDEX Fund shares in Q3 2023, an estimated $213K.
  • Mach-1 Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
  • Mach-1 Financial Group's First Trust Health Care AlphaDEX Fund position peaked at $213K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2023.

Based on Mach-1 Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.