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

Realta 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 Q3	–	Sell	-126	Closed	-$13.1K	–	499
2024 Q2	$13.1K	Hold	126	–	–	﹤0.01%	653
2024 Q1	$13.8K	Buy	+126	New	+$13.3K	﹤0.01%	674
2023 Q4	–	Sell	-115	Closed	-$12.5K	–	549
2023 Q3	$12.5K	Hold	115	–	–	﹤0.01%	658
2023 Q2	$12.5K	Buy	+115	New	+$12.3K	﹤0.01%	706
2023 Q1	–	Sell	-115	Closed	-$12.5K	–	558
2022 Q4	$12.5K	Hold	115	–	–	﹤0.01%	692
2022 Q3	$11K	Buy	+115	New	+$12.1K	﹤0.01%	681
2020 Q3	–	Sell	-2,951	Closed	-$266K	–	334
2020 Q2	$266K	Buy	+2,951	New	+$253K	0.09%	264
2019 Q3	–	Sell	-9	Closed	-$1K	–	1675
2019 Q2	$1K	Sell	9 -2,254	-100%	-$168K	﹤0.01%	1624
2019 Q1	$174K	Buy	+2,263	New	+$169K	0.08%	297

Other funds holding FXH

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Realta Investment Advisors's FXH Position: Q3 2024 in Review

Realta Investment Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2024, closing a stake of 126 shares — an estimated $13.1K sold.

Realta Investment Advisors first reported a position in FXH in Q1 2019 and held it in 9 quarters. The position peaked at $266K in Q2 2020. 254 funds tracked by Wall St. Rank hold FXH as of Q3 2024.

Realta Investment Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 126 First Trust Health Care AlphaDEX Fund shares in Q3 2024, an estimated $13.1K.
Realta Investment Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2019 and held it in 9 quarters.
Realta Investment Advisors's First Trust Health Care AlphaDEX Fund position peaked at $266K in Q2 2020.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.