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

PFG Private Wealth 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
Q4 		– Sell
-114
Closed -$14K – 325
2021
Q3 		$14K Buy
+114
New +$14K 0.01% 180

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Private Wealth Management's FXH Position: Q4 2021 in Review

PFG Private Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 114 shares — an estimated $14K sold.

PFG Private Wealth Management first reported a position in FXH in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

  • PFG Private Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • PFG Private Wealth Management sold 114 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $14K.
  • PFG Private Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • PFG Private Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $14K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.