Plante Moran Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Plante Moran Financial Advisors’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	-255	Closed	-$30K	–	1035
2021 Q3	$30K	Hold	255	–	–	0.01%	471
2021 Q2	$30K	Hold	255	–	–	0.01%	475
2021 Q1	$28K	Hold	255	–	–	0.01%	476
2020 Q4	$27K	Hold	255	–	–	0.01%	459
2020 Q3	$24K	Hold	255	–	–	0.01%	454
2020 Q2	$23K	Hold	255	–	–	0.01%	403
2020 Q1	$19K	Sell	255 -400	-61%	-$32.5K	0.01%	394
2019 Q4	$55K	Hold	655	–	–	0.02%	311
2019 Q3	$48K	Hold	655	–	–	0.01%	345
2019 Q2	$51K	Hold	655	–	–	0.02%	341
2019 Q1	$50K	Hold	655	–	–	0.02%	330
2018 Q4	$45K	Buy	655 +400	+157%	+$30.3K	0.02%	309
2018 Q3	$22K	Hold	255	–	–	0.01%	425
2018 Q2	$19K	Buy	+255	New	+$18.4K	0.01%	478
2017 Q4	–	Sell	-386	Closed	-$26K	–	889
2017 Q3	$26K	Buy	+386	New	+$25.8K	0.02%	427
2014 Q1	–	Sell	-501	Closed	-$24K	–	648
2013 Q4	$24K	Buy	+501	New	+$22.9K	0.01%	327

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Plante Moran Financial Advisors's FXH Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 255 shares — an estimated $30K sold.

Plante Moran Financial Advisors first reported a position in FXH in Q4 2013 and held it in 16 quarters. The position peaked at $55K in Q4 2019. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

Plante Moran Financial Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 255 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $30K.
Plante Moran Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2013 and held it in 16 quarters.
Plante Moran Financial Advisors's First Trust Health Care AlphaDEX Fund position peaked at $55K in Q4 2019.
239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.