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

PSI 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
2024 Q4	–	Sell	-201	Closed	-$22.5K	–	898
2024 Q3	$22.5K	Hold	201	–	–	0.01%	407
2024 Q2	$21K	Hold	201	–	–	0.01%	399
2024 Q1	$22K	Sell	201 -126	-39%	-$13.3K	0.01%	379
2023 Q4	$33.8K	Hold	327	–	–	0.01%	323
2023 Q3	$31.7K	Hold	327	–	–	0.01%	315
2023 Q2	$35.4K	Sell	327 -170	-34%	-$18.2K	0.02%	291
2023 Q1	$53.4K	Hold	497	–	–	0.03%	216
2022 Q4	$54K	Buy	497 +1	+0.2%	+$105	0.03%	213
2022 Q3	$48K	Sell	496 -115	-19%	-$12.1K	0.03%	231
2022 Q2	$63K	Buy	611 +100	+20%	+$10.8K	0.03%	224
2022 Q1	$59K	Buy	+511	New	+$57.3K	0.02%	248

Other funds holding FXH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PSI Advisors's FXH Position: Q4 2024 in Review

PSI Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2024, closing a stake of 201 shares — an estimated $22.5K sold.

PSI Advisors first reported a position in FXH in Q1 2022 and held it in 11 quarters. The position peaked at $63K in Q2 2022. 252 funds tracked by Wall St. Rank hold FXH as of Q4 2024.

PSI Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
PSI Advisors sold 201 First Trust Health Care AlphaDEX Fund shares in Q4 2024, an estimated $22.5K.
PSI Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and held it in 11 quarters.
PSI Advisors's First Trust Health Care AlphaDEX Fund position peaked at $63K in Q2 2022.
252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.