Novak & Powell Financial Services’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
Q2 | $493K | Hold |
4,751
| – | – | 0.34% | 71 |
|
|
2025
Q1 | $492K | Sell |
4,751
-169
| -3% | -$17.5K | 0.31% | 78 |
|
|
2024
Q4 | $512K | Hold |
4,920
| – | – | 0.31% | 74 |
|
|
2024
Q3 | $550K | Sell |
4,920
-463
| -9% | -$51.8K | 0.32% | 73 |
|
|
2024
Q2 | $563K | Hold |
5,383
| – | – | 0.35% | 69 |
|
|
2024
Q1 | $590K | Sell |
5,383
-100
| -2% | -$11K | 0.44% | 57 |
|
|
2023
Q4 | $568K | Buy |
+5,483
| New | +$568K | 0.38% | 63 |
|