SAM
Secure Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,306
| Closed | -$2.83M | – | 191 |
|
|
2023
Q1 | $2.83M | Buy |
26,306
+468
| +2% | +$50.3K | 0.94% | 18 |
|
|
2022
Q4 | $2.81M | Buy |
+25,838
| New | +$2.81M | 1.01% | 19 |
|
|
2020
Q2 | – | Sell |
-22,287
| Closed | -$1.65M | – | 154 |
|
|
2020
Q1 | $1.65M | Buy |
+22,287
| New | +$1.65M | 1.77% | 15 |
|