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

Nauset 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
2022 Q1	$1.59M	Buy	13,846 +906	+7%	+$102K	1.26%	23
2021 Q4	$1.61M	Buy	+12,940	New	+$1.55M	1.53%	18

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nauset Wealth Management's FXH Position: Q1 2022 in Review

Nauset Wealth Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 7% in Q1 2022, buying an estimated $102K and bringing the position to 13,846 shares worth $1.59M. The position accounts for 1.26% of the portfolio, ranked #23.

Nauset Wealth Management first reported a position in FXH in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.61M in Q4 2021. 231 funds tracked by Wall St. Rank hold FXH as of Q1 2022.

Nauset Wealth Management held 13,846 shares of First Trust Health Care AlphaDEX Fund worth $1.59M as of Q1 2022.
Nauset Wealth Management bought 906 First Trust Health Care AlphaDEX Fund shares in Q1 2022, an estimated $102K.
First Trust Health Care AlphaDEX Fund made up 1.26% of Nauset Wealth Management's portfolio in Q1 2022, its #23 holding.
Nauset Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and has held it in 2 quarters since.
Nauset Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $1.61M in Q4 2021.
231 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.