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Optimum Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Optimum Investment Advisors’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
-200
Closed -$25K – 857
2021
Q4 		$25K Hold
200
– – 0.01% 566
2021
Q3 		$24K Hold
200
– – 0.01% 572
2021
Q2 		$23K Hold
200
– – 0.01% 637
2021
Q1 		$22K Hold
200
– – 0.01% 647
2020
Q4 		$22K Hold
200
– – 0.01% 614
2020
Q3 		$19K Sell
200
-50
-20% -$4.68K 0.01% 615
2020
Q2 		$23K Hold
250
– – 0.01% 580
2020
Q1 		$18K Sell
250
-1,843
-88% -$150K 0.01% 595
2019
Q4 		$176K Sell
2,093
-782
-27% -$61.9K 0.05% 299
2019
Q3 		$213K Sell
2,875
-785
-21% -$59.9K 0.07% 252
2019
Q2 		$283K Hold
3,660
– – 0.09% 215
2019
Q1 		$280K Hold
3,660
– – 0.09% 222
2018
Q4 		$252K Buy
3,660
+1,615
+79% +$122K 0.09% 213
2018
Q3 		$174K Hold
2,045
– – 0.05% 325
2018
Q2 		$152K Hold
2,045
– – 0.04% 337
2018
Q1 		$142K Buy
+2,045
New +$148K 0.04% 338
2016
Q4 		– Sell
-9,835
Closed -$598K – 283
2016
Q3 		$598K Sell
9,835
-1,425
-13% -$86.6K 0.22% 134
2016
Q2 		$664K Hold
11,260
– – 0.26% 118
2016
Q1 		$628K Sell
11,260
-5,020
-31% -$271K 0.25% 121
2015
Q4 		$984K Buy
16,280
+600
+4% +$35.8K 0.38% 73
2015
Q3 		$913K Buy
+15,680
New +$1.04M 0.37% 80
2015
Q1 		$1.02M Buy
15,190
+3,290
+28% +$210K 0.32% 81
2014
Q4 		$717K Buy
+11,900
New +$694K 0.23% 117

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's FXH Position: Q1 2022 in Review

Optimum Investment Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2022, closing a stake of 200 shares — an estimated $25K sold.

Optimum Investment Advisors first reported a position in FXH in Q4 2014 and held it in 23 quarters. The position peaked at $1.02M in Q1 2015. 231 funds tracked by Wall St. Rank hold FXH as of Q1 2022.

  • Optimum Investment Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 First Trust Health Care AlphaDEX Fund shares in Q1 2022, an estimated $25K.
  • Optimum Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2014 and held it in 23 quarters.
  • Optimum Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.02M in Q1 2015.
  • 231 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.