Pinnacle Family 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
Q1 | – | Sell |
-2,177
| Closed | -$227K | – | 113 |
|
|
2024
Q4 | $227K | Sell |
2,177
-1,262
| -37% | -$131K | 0.11% | 101 |
|
|
2024
Q3 | $385K | Buy |
3,439
+24
| +0.7% | +$2.69K | 0.2% | 91 |
|
|
2024
Q2 | $357K | Sell |
3,415
-97
| -3% | -$10.1K | 0.2% | 82 |
|
|
2024
Q1 | $385K | Sell |
3,512
-5
| -0.1% | -$548 | 0.21% | 67 |
|
|
2023
Q4 | $364K | Sell |
3,517
-221
| -6% | -$22.9K | 0.21% | 70 |
|
|
2023
Q3 | $363K | Buy |
3,738
+227
| +6% | +$22.1K | 0.21% | 62 |
|
|
2023
Q2 | $380K | Sell |
3,511
-20
| -0.6% | -$2.17K | 0.21% | 74 |
|
|
2023
Q1 | $380K | Buy |
3,531
+50
| +1% | +$5.38K | 0.23% | 75 |
|
|
2022
Q4 | $378K | Buy |
3,481
+300
| +9% | +$32.6K | 0.27% | 63 |
|
|
2022
Q3 | $309K | Buy |
+3,181
| New | +$309K | 0.27% | 63 |
|
|
2020
Q1 | – | Sell |
-21,125
| Closed | -$1.78M | – | 73 |
|
|
2019
Q4 | $1.78M | Buy |
+21,125
| New | +$1.78M | 1.6% | 15 |
|
|
2019
Q1 | – | Sell |
-39,787
| Closed | -$2.74M | – | 73 |
|
|
2018
Q4 | $2.74M | Buy |
+39,787
| New | +$2.74M | 1.84% | 14 |
|
|
2017
Q4 | – | Sell |
-41,790
| Closed | -$2.82M | – | 74 |
|
|
2017
Q3 | $2.82M | Buy |
+41,790
| New | +$2.82M | 1.32% | 23 |
|
|
2017
Q2 | – | Sell |
-13,655
| Closed | -$852K | – | 69 |
|
|
2017
Q1 | $852K | Buy |
+13,655
| New | +$852K | 0.53% | 34 |
|