Sage Private Wealth Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Sage Private Wealth Group’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	–	Sell	-60	Closed	-$6K	–	93
2022 Q3	$6K	Hold	60	–	–	0.01%	163
2022 Q2	$6K	Hold	60	–	–	0.01%	154
2022 Q1	$7K	Hold	60	–	–	0.01%	155
2021 Q4	$7K	Hold	60	–	–	0.01%	151
2021 Q3	$7K	Hold	60	–	–	0.01%	152
2021 Q2	$7K	Hold	60	–	–	0.01%	143
2021 Q1	$7K	Hold	60	–	–	0.01%	148
2020 Q4	$6K	Buy	+60	New	+$6.1K	0.02%	139

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

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

Sage Private Wealth Group's FXH Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2022, closing a stake of 60 shares — an estimated $6K sold.

Sage Private Wealth Group first reported a position in FXH in Q4 2020 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 259 funds tracked by Wall St. Rank hold FXH as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 60 First Trust Health Care AlphaDEX Fund shares in Q4 2022, an estimated $6K.
Sage Private Wealth Group first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust Health Care AlphaDEX Fund position peaked at $7K in Q1 2022.
259 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.