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

Robinswood Financial’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
-301
Closed -$31.6K – 373
2024
Q2 		$31.6K Buy
+301
New +$31.6K 0.01% 148

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robinswood Financial's FXH Position: Q3 2024 in Review

Robinswood Financial sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2024, closing a stake of 301 shares — an estimated $31.6K sold.

Robinswood Financial first reported a position in FXH in Q2 2024 and held it in 1 quarter. The position peaked at $31.6K in Q2 2024. 254 funds tracked by Wall St. Rank hold FXH as of Q3 2024.

  • Robinswood Financial reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Robinswood Financial sold 301 First Trust Health Care AlphaDEX Fund shares in Q3 2024, an estimated $31.6K.
  • Robinswood Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Robinswood Financial's First Trust Health Care AlphaDEX Fund position peaked at $31.6K in Q2 2024.
  • 254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2024.

Based on Robinswood Financial's 13F filing for Q3 2024, filed 15 Jul 2026.