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

Plotkin 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
-6,195
Closed -$737K – 96
2021
Q3 		$737K Buy
6,195
+650
+12% +$79.6K 0.44% 42
2021
Q2 		$649K Buy
+5,545
New +$633K 0.36% 52

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

Plotkin Financial Advisors's FXH Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2021, closing a stake of 6,195 shares — an estimated $737K sold.

Plotkin Financial Advisors first reported a position in FXH in Q2 2021 and held it in 2 quarters. The position peaked at $737K in Q3 2021. 239 funds tracked by Wall St. Rank hold FXH as of Q4 2021.

  • Plotkin Financial Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 6,195 First Trust Health Care AlphaDEX Fund shares in Q4 2021, an estimated $737K.
  • Plotkin Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2021 and held it in 2 quarters.
  • Plotkin Financial Advisors's First Trust Health Care AlphaDEX Fund position peaked at $737K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.