MFT
FXH icon

Moisand Fitzgerald Tamayo’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Moisand Fitzgerald Tamayo’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
2022
Q1 		– Sell
-400
Closed -$50K – 553
2021
Q4 		$50K Buy
+400
New +$47.9K 0.01% 153

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FXH Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2022, closing a stake of 400 shares — an estimated $50K sold.

Moisand Fitzgerald Tamayo first reported a position in FXH in Q4 2021 and held it in 1 quarter. The position peaked at $50K in Q4 2021. 231 funds tracked by Wall St. Rank hold FXH as of Q1 2022.

  • Moisand Fitzgerald Tamayo reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 400 First Trust Health Care AlphaDEX Fund shares in Q1 2022, an estimated $50K.
  • Moisand Fitzgerald Tamayo first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's First Trust Health Care AlphaDEX Fund position peaked at $50K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.