Sonora Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Sonora Investment 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
2021 Q3	$64K	Hold	540	–	–	0.01%	373
2021 Q2	$63K	Hold	540	–	–	0.01%	348
2021 Q1	$59K	Hold	540	–	–	﹤0.01%	535
2020 Q4	$58K	Hold	540	–	–	﹤0.01%	557
2020 Q3	$51K	Sell	540 -78	-13%	-$7.31K	﹤0.01%	580
2020 Q2	$56K	Buy	618 +78	+14%	+$6.69K	0.01%	466
2020 Q1	$40K	Hold	540	–	–	﹤0.01%	550
2019 Q4	$45K	Hold	540	–	–	﹤0.01%	589
2019 Q3	$40K	Hold	540	–	–	﹤0.01%	604
2019 Q2	$42K	Hold	540	–	–	﹤0.01%	596
2019 Q1	$41K	Hold	540	–	–	0.01%	565
2018 Q4	$37K	Hold	540	–	–	0.01%	452
2018 Q3	$46K	Hold	540	–	–	0.01%	430
2018 Q2	$40K	Hold	540	–	–	0.01%	438
2018 Q1	$37.5K	Hold	540	–	–	0.01%	434
2017 Q4	$37.7K	Buy	+540	New	+$36.9K	0.01%	447

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RJA

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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sonora Investment Management's FXH Position: Q3 2021 in Review

Sonora Investment Management held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q3 2021 at 540 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #373.

Sonora Investment Management first reported a position in FXH in Q4 2017 and has held it in 16 quarters since. 216 funds tracked by Wall St. Rank hold FXH as of Q3 2021.

Sonora Investment Management held 540 shares of First Trust Health Care AlphaDEX Fund worth $64K as of Q3 2021.
Sonora Investment Management left its First Trust Health Care AlphaDEX Fund share count unchanged in Q3 2021.
First Trust Health Care AlphaDEX Fund made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #373 holding.
Sonora Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and has held it in 16 quarters since.
216 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.