MSWM
FXH icon

Mowery & Schoenfeld Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Mowery & Schoenfeld 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
2024
Q3 		– Sell
-828
Closed -$86.5K – 248
2024
Q2 		$86.5K Buy
+828
New +$87K 0.12% 68

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FXH Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2024, closing a stake of 828 shares — an estimated $86.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FXH in Q2 2024 and held it in 1 quarter. The position peaked at $86.5K in Q2 2024. 254 funds tracked by Wall St. Rank hold FXH as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 828 First Trust Health Care AlphaDEX Fund shares in Q3 2024, an estimated $86.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $86.5K in Q2 2024.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.