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Oder Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Oder Investment 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
2021
Q1 		– Sell
-400
Closed -$43K – 236
2020
Q4 		$43K Buy
+400
New +$40.7K 0.04% 185

Other funds holding FXH

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Oder Investment Management's FXH Position: Q1 2021 in Review

Oder Investment Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2021, closing a stake of 400 shares — an estimated $43K sold.

Oder Investment Management first reported a position in FXH in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 209 funds tracked by Wall St. Rank hold FXH as of Q1 2021.

  • Oder Investment Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 400 First Trust Health Care AlphaDEX Fund shares in Q1 2021, an estimated $43K.
  • Oder Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $43K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.