Newbridge Financial Services Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Newbridge Financial Services 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 Q1	–	Sell	-160	Closed	-$17.4K	–	1438
2022 Q4	$17.4K	Hold	160	–	–	0.01%	769
2022 Q3	$16K	Hold	160	–	–	0.01%	759
2022 Q2	$16K	Hold	160	–	–	0.01%	723
2022 Q1	$18K	Hold	160	–	–	0.01%	758
2021 Q4	$20K	Hold	160	–	–	0.01%	725
2021 Q3	$19K	Hold	160	–	–	0.01%	676
2021 Q2	$19K	Hold	160	–	–	0.01%	792
2021 Q1	$17K	Hold	160	–	–	0.01%	732
2020 Q4	$17K	Hold	160	–	–	0.01%	583
2020 Q3	$15K	Buy	+160	New	+$15K	0.01%	580

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newbridge Financial Services Group's FXH Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2023, closing a stake of 160 shares — an estimated $17.4K sold.

Newbridge Financial Services Group first reported a position in FXH in Q3 2020 and held it in 10 quarters. The position peaked at $20K in Q4 2021. 255 funds tracked by Wall St. Rank hold FXH as of Q1 2023.

Newbridge Financial Services Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 160 First Trust Health Care AlphaDEX Fund shares in Q1 2023, an estimated $17.4K.
Newbridge Financial Services Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2020 and held it in 10 quarters.
Newbridge Financial Services Group's First Trust Health Care AlphaDEX Fund position peaked at $20K in Q4 2021.
255 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.