Romano Brothers & Co’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-418	Closed	-$45.4K	–	546
2022 Q4	$45.4K	Buy	+418	New	+$43.8K	0.01%	486

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Romano Brothers & Co's FXH Position: Q1 2023 in Review

Romano Brothers & Co sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2023, closing a stake of 418 shares — an estimated $45.4K sold.

Romano Brothers & Co first reported a position in FXH in Q4 2022 and held it in 1 quarter. The position peaked at $45.4K in Q4 2022. 255 funds tracked by Wall St. Rank hold FXH as of Q1 2023.

Romano Brothers & Co reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 418 First Trust Health Care AlphaDEX Fund shares in Q1 2023, an estimated $45.4K.
Romano Brothers & Co first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's First Trust Health Care AlphaDEX Fund position peaked at $45.4K in Q4 2022.
255 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.