SCFS
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S.C. Financial Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

S.C. Financial Services’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
2022
Q4 		$433K Buy
3,985
+450
+13% +$47.2K 0.67% 48
2022
Q3 		$344K Buy
3,535
+1,182
+50% +$124K 0.55% 68
2022
Q2 		$243K Buy
+2,353
New +$253K 0.37% 93

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

S.C. Financial Services's FXH Position: Q4 2022 in Review

S.C. Financial Services increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 13% in Q4 2022, buying an estimated $47.2K and bringing the position to 3,985 shares worth $433K. The position accounts for 0.67% of the portfolio, ranked #48.

S.C. Financial Services first reported a position in FXH in Q2 2022 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold FXH as of Q4 2022.

  • S.C. Financial Services held 3,985 shares of First Trust Health Care AlphaDEX Fund worth $433K as of Q4 2022.
  • S.C. Financial Services bought 450 First Trust Health Care AlphaDEX Fund shares in Q4 2022, an estimated $47.2K.
  • First Trust Health Care AlphaDEX Fund made up 0.67% of S.C. Financial Services's portfolio in Q4 2022, its #48 holding.
  • S.C. Financial Services first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2022 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.