Petra Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
2,566
| – | – | 0.17% | 122 |
|
|
2025
Q1 | $266K | Hold |
2,566
| – | – | 0.22% | 99 |
|
|
2024
Q4 | $267K | Sell |
2,566
-879
| -26% | -$91.5K | 0.18% | 116 |
|
|
2024
Q3 | $385K | Sell |
3,445
-75
| -2% | -$8.39K | 0.25% | 95 |
|
|
2024
Q2 | $368K | Hold |
3,520
| – | – | 0.26% | 90 |
|
|
2024
Q1 | $386K | Hold |
3,520
| – | – | 0.28% | 86 |
|
|
2023
Q4 | $365K | Sell |
3,520
-692
| -16% | -$71.7K | 0.3% | 83 |
|
|
2023
Q3 | $409K | Hold |
4,212
| – | – | 0.34% | 81 |
|
|
2023
Q2 | $456K | Sell |
4,212
-910
| -18% | -$98.6K | 0.41% | 71 |
|
|
2023
Q1 | $550K | Buy |
5,122
+185
| +4% | +$19.9K | 0.54% | 36 |
|
|
2022
Q4 | $537K | Buy |
+4,937
| New | +$537K | 0.59% | 48 |
|