Secure Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Secure Asset Management’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 Q2	–	Sell	-26,306	Closed	-$2.83M	–	191
2023 Q1	$2.83M	Buy	26,306 +468	+2%	+$50.9K	0.94%	18
2022 Q4	$2.81M	Buy	+25,838	New	+$2.71M	1.01%	19
2020 Q2	–	Sell	-22,287	Closed	-$1.65M	–	154
2020 Q1	$1.65M	Buy	+22,287	New	+$1.81M	1.77%	15

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Secure Asset Management's FXH Position: Q2 2023 in Review

Secure Asset Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2023, closing a stake of 26,306 shares — an estimated $2.83M sold.

Secure Asset Management first reported a position in FXH in Q1 2020 and held it in 3 quarters. The position peaked at $2.83M in Q1 2023. 257 funds tracked by Wall St. Rank hold FXH as of Q2 2023.

Secure Asset Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Secure Asset Management sold 26,306 First Trust Health Care AlphaDEX Fund shares in Q2 2023, an estimated $2.83M.
Secure Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2020 and held it in 3 quarters.
Secure Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $2.83M in Q1 2023.
257 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2023.

Based on Secure Asset Management's 13F filing for Q2 2023, filed 13 Jul 2023.