O'Dell Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

O'Dell 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
2022 Q1	–	Sell	-334	Closed	-$41K	–	538
2021 Q4	$41K	Buy	+334	New	+$40K	0.01%	188
2020 Q3	–	Sell	-64,755	Closed	-$5.84M	–	24
2020 Q2	$5.84M	Buy	64,755 +10,291	+19%	+$882K	3.06%	13
2020 Q1	$4.03M	Buy	+54,464	New	+$4.42M	2.62%	15
2019 Q2	–	Sell	-111,899	Closed	-$8.55M	–	57
2019 Q1	$8.55M	Buy	111,899 +1,435	+1%	+$107K	5.39%	8
2018 Q4	$7.61M	Buy	+110,464	New	+$8.37M	5.6%	8

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

O'Dell Group's FXH Position: Q1 2022 in Review

O'Dell Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2022, closing a stake of 334 shares — an estimated $41K sold.

O'Dell Group first reported a position in FXH in Q4 2018 and held it in 5 quarters. The position peaked at $8.55M in Q1 2019. 231 funds tracked by Wall St. Rank hold FXH as of Q1 2022.

O'Dell Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
O'Dell Group sold 334 First Trust Health Care AlphaDEX Fund shares in Q1 2022, an estimated $41K.
O'Dell Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 5 quarters.
O'Dell Group's First Trust Health Care AlphaDEX Fund position peaked at $8.55M in Q1 2019.
231 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2022.

Based on O'Dell Group's 13F filing for Q1 2022, filed 5 May 2022.