Moloney Securities Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Moloney Securities Asset 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
2024 Q1	–	Sell	-3,514	Closed	-$364K	–	475
2023 Q4	$364K	Sell	3,514 -441	-11%	-$42.5K	0.06%	308
2023 Q3	$384K	Buy	3,955 +500	+14%	+$51.9K	0.07%	265
2023 Q2	$374K	Buy	+3,455	New	+$370K	0.07%	279

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moloney Securities Asset Management's FXH Position: Q1 2024 in Review

Moloney Securities Asset Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2024, closing a stake of 3,514 shares — an estimated $364K sold.

Moloney Securities Asset Management first reported a position in FXH in Q2 2023 and held it in 3 quarters. The position peaked at $384K in Q3 2023. 266 funds tracked by Wall St. Rank hold FXH as of Q1 2024.

Moloney Securities Asset Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 3,514 First Trust Health Care AlphaDEX Fund shares in Q1 2024, an estimated $364K.
Moloney Securities Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2023 and held it in 3 quarters.
Moloney Securities Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $384K in Q3 2023.
266 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2024.

Based on Moloney Securities Asset Management's 13F filing for Q1 2024, filed 1 May 2024.