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

Rise 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
2023 Q4	–	Sell	-30	Closed	-$2.92K	–	635
2023 Q3	$2.92K	Hold	30	–	–	﹤0.01%	424
2023 Q2	$3.26K	Hold	30	–	–	﹤0.01%	461
2023 Q1	$3.23K	Hold	30	–	–	﹤0.01%	511
2022 Q4	$3.27K	Hold	30	–	–	﹤0.01%	499
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	496
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	503
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	483
2021 Q4	$3.73K	Buy	+30	New	+$3.59K	﹤0.01%	446

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rise Advisors's FXH Position: Q4 2023 in Review

Rise Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2023, closing a stake of 30 shares — an estimated $2.92K sold.

Rise Advisors first reported a position in FXH in Q4 2021 and held it in 8 quarters. The position peaked at $3.73K in Q4 2021. 262 funds tracked by Wall St. Rank hold FXH as of Q4 2023.

Rise Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 30 First Trust Health Care AlphaDEX Fund shares in Q4 2023, an estimated $2.92K.
Rise Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 8 quarters.
Rise Advisors's First Trust Health Care AlphaDEX Fund position peaked at $3.73K in Q4 2021.
262 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.