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RE Dickinson Investment Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

RE Dickinson Investment 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 		$10.4K Hold
100
– – 0.01% 163
2024
Q3 		$11.2K Hold
100
– – 0.01% 158
2024
Q2 		$10.5K Hold
100
– – 0.01% 155
2024
Q1 		$11K Hold
100
– – 0.01% 153
2023
Q4 		$10K Sell
100
-75
-43% -$7.23K 0.01% 161
2023
Q3 		$17K Buy
+175
New +$18.2K 0.01% 143

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RE Dickinson Investment Advisors's FXH Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q4 2024 at 100 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #163.

RE Dickinson Investment Advisors first reported a position in FXH in Q3 2023 and has held it in 6 quarters since. The position peaked at $17K in Q3 2023. 253 funds tracked by Wall St. Rank hold FXH as of Q4 2024.

  • RE Dickinson Investment Advisors held 100 shares of First Trust Health Care AlphaDEX Fund worth $10.4K as of Q4 2024.
  • RE Dickinson Investment Advisors left its First Trust Health Care AlphaDEX Fund share count unchanged in Q4 2024.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #163 holding.
  • RE Dickinson Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2023 and has held it in 6 quarters since.
  • RE Dickinson Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $17K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.