Peak Planning Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Peak Planning 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
2024 Q1	–	Sell	-1,958	Closed	-$203K	–	78
2023 Q4	$203K	Sell	1,958 -2,603	-57%	-$251K	0.15%	70
2023 Q3	$443K	Sell	4,561 -51	-1%	-$5.29K	0.35%	50
2023 Q2	$500K	Buy	4,612 +415	+10%	+$44.4K	0.37%	48
2023 Q1	$451K	Buy	4,197 +257	+7%	+$28K	0.37%	48
2022 Q4	$428K	Sell	3,940 -10	-0.3%	-$1.05K	0.38%	54
2022 Q3	$384K	Buy	3,950 +25	+0.6%	+$2.63K	0.36%	50
2022 Q2	$405K	Buy	+3,925	New	+$423K	0.34%	48
2021 Q4	$496K	Sell	3,996 -10	-0.2%	-$1.2K	0.37%	53
2021 Q3	$477K	Buy	+4,006	New	+$490K	0.41%	49
2021 Q1	$425K	Buy	3,914 +92	+2%	+$10.1K	0.41%	50
2020 Q4	$412K	Buy	3,822 +16	+0.4%	+$1.63K	0.47%	46
2020 Q3	$361K	Buy	+3,806	New	+$357K	0.5%	36

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peak Planning Group's FXH Position: Q1 2024 in Review

Peak Planning Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2024, closing a stake of 1,958 shares — an estimated $203K sold.

Peak Planning Group first reported a position in FXH in Q3 2020 and held it in 12 quarters. The position peaked at $500K in Q2 2023. 266 funds tracked by Wall St. Rank hold FXH as of Q1 2024.

Peak Planning Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Peak Planning Group sold 1,958 First Trust Health Care AlphaDEX Fund shares in Q1 2024, an estimated $203K.
Peak Planning Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2020 and held it in 12 quarters.
Peak Planning Group's First Trust Health Care AlphaDEX Fund position peaked at $500K in Q2 2023.
266 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2024.

Based on Peak Planning Group's 13F filing for Q1 2024, filed 26 May 2026.