Prosperity Financial Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Prosperity Financial Group’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
2024 Q1	–	Sell	-2,174	Closed	-$225K	–	150
2023 Q4	$225K	Buy	+2,174	New	+$210K	0.16%	114
2023 Q3	–	Sell	-38,206	Closed	-$4.14M	–	128
2023 Q2	$4.14M	Sell	38,206 -118	-0.3%	-$12.6K	3.64%	6
2023 Q1	$4.12M	Buy	+38,324	New	+$4.17M	4.17%	7

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prosperity Financial Group's FXH Position: Q1 2024 in Review

Prosperity Financial Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2024, closing a stake of 2,174 shares — an estimated $225K sold.

Prosperity Financial Group first reported a position in FXH in Q1 2023 and held it in 3 quarters. The position peaked at $4.14M in Q2 2023. 266 funds tracked by Wall St. Rank hold FXH as of Q1 2024.

Prosperity Financial Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Prosperity Financial Group sold 2,174 First Trust Health Care AlphaDEX Fund shares in Q1 2024, an estimated $225K.
Prosperity Financial Group first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2023 and held it in 3 quarters.
Prosperity Financial Group's First Trust Health Care AlphaDEX Fund position peaked at $4.14M in Q2 2023.
266 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2024.

Based on Prosperity Financial Group's 13F filing for Q1 2024, filed 15 May 2024.