NewEdge Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,072
| Closed | -$424K | – | 957 |
|
2024
Q4 | $424K | Sell |
4,072
-5,359
| -57% | -$558K | 0.01% | 674 |
|
2024
Q3 | $1.05M | Sell |
9,431
-236
| -2% | -$26.4K | 0.02% | 466 |
|
2024
Q2 | $1.01M | Sell |
9,667
-124
| -1% | -$13K | 0.02% | 419 |
|
2024
Q1 | $1.02M | Buy |
9,791
+2
| +0% | +$208 | 0.02% | 423 |
|
2023
Q4 | $1.01M | Sell |
9,789
-723
| -7% | -$74.9K | 0.03% | 398 |
|
2023
Q3 | $1.02M | Hold |
10,512
| – | – | 0.03% | 352 |
|
2023
Q2 | $1.14M | Buy |
10,512
+6,455
| +159% | +$699K | 0.04% | 331 |
|
2023
Q1 | $436K | Buy |
+4,057
| New | +$436K | 0.02% | 434 |
|