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

Pinnacle 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 Q2	$619K	Buy	6,002 +24	+0.4%	+$2.58K	0.24%	100
2022 Q1	$685K	Buy	5,978 +49	+0.8%	+$5.49K	0.21%	108
2021 Q4	$736K	Buy	+5,929	New	+$710K	0.23%	106

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Private Wealth's FXH Position: Q2 2022 in Review

Pinnacle Private Wealth increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 0.4% in Q2 2022, buying an estimated $2.58K and bringing the position to 6,002 shares worth $619K. The position accounts for 0.24% of the portfolio, ranked #100.

Pinnacle Private Wealth first reported a position in FXH in Q4 2021 and has held it in 3 quarters since. The position peaked at $736K in Q4 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q2 2022.

Pinnacle Private Wealth held 6,002 shares of First Trust Health Care AlphaDEX Fund worth $619K as of Q2 2022.
Pinnacle Private Wealth bought 24 First Trust Health Care AlphaDEX Fund shares in Q2 2022, an estimated $2.58K.
First Trust Health Care AlphaDEX Fund made up 0.24% of Pinnacle Private Wealth's portfolio in Q2 2022, its #100 holding.
Pinnacle Private Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's First Trust Health Care AlphaDEX Fund position peaked at $736K in Q4 2021.
239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.