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Oxler Private Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-300
Closed -$28.7K – 187
2022
Q3 		$28.7K Buy
+300
New +$31.6K 0.02% 265

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxler Private Wealth's FXH Position: Q4 2022 in Review

Oxler Private Wealth sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2022, closing a stake of 300 shares — an estimated $28.7K sold.

Oxler Private Wealth first reported a position in FXH in Q3 2022 and held it in 1 quarter. The position peaked at $28.7K in Q3 2022. 259 funds tracked by Wall St. Rank hold FXH as of Q4 2022.

  • Oxler Private Wealth reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 300 First Trust Health Care AlphaDEX Fund shares in Q4 2022, an estimated $28.7K.
  • Oxler Private Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's First Trust Health Care AlphaDEX Fund position peaked at $28.7K in Q3 2022.
  • 259 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.