SW
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SkyOak Wealth’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

SkyOak Wealth’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
2020
Q3 		– Sell
-3,999
Closed -$361K – 217
2020
Q2 		$361K Sell
3,999
-1,265
-24% -$108K 0.13% 159
2020
Q1 		$389K Sell
5,264
-1,635
-24% -$133K 0.2% 124
2019
Q4 		$581K Buy
+6,899
New +$546K 0.18% 137

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SkyOak Wealth's FXH Position: Q3 2020 in Review

SkyOak Wealth sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2020, closing a stake of 3,999 shares — an estimated $361K sold.

SkyOak Wealth first reported a position in FXH in Q4 2019 and held it in 3 quarters. The position peaked at $581K in Q4 2019. 201 funds tracked by Wall St. Rank hold FXH as of Q3 2020.

  • SkyOak Wealth reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 3,999 First Trust Health Care AlphaDEX Fund shares in Q3 2020, an estimated $361K.
  • SkyOak Wealth first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
  • SkyOak Wealth's First Trust Health Care AlphaDEX Fund position peaked at $581K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.