Sowell Financial Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Sowell Financial Services’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	–	Sell	-11,178	Closed	-$1.31M	–	500
2021 Q2	$1.31M	Sell	11,178 -1,633	-13%	-$186K	0.09%	261
2021 Q1	$1.45M	Buy	12,811 +10,555	+468%	+$1.15M	0.05%	314
2020 Q4	$243K	Buy	2,256 +82	+4%	+$8.34K	0.01%	771
2020 Q3	$206K	Hold	2,174	–	–	0.01%	714
2020 Q2	$196K	Sell	2,174 -1,432	-40%	-$123K	0.01%	729
2020 Q1	$267K	Sell	3,606 -7,365	-67%	-$598K	0.02%	580
2019 Q4	$924K	Sell	10,971 -5,979	-35%	-$473K	0.07%	282
2019 Q3	$1.25M	Buy	+16,950	New	+$1.29M	0.1%	208

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

Sowell Financial Services's FXH Position: Q3 2021 in Review

Sowell Financial Services sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2021, closing a stake of 11,178 shares — an estimated $1.31M sold.

Sowell Financial Services first reported a position in FXH in Q3 2019 and held it in 8 quarters. The position peaked at $1.45M in Q1 2021. 216 funds tracked by Wall St. Rank hold FXH as of Q3 2021.

Sowell Financial Services reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Sowell Financial Services sold 11,178 First Trust Health Care AlphaDEX Fund shares in Q3 2021, an estimated $1.31M.
Sowell Financial Services first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's First Trust Health Care AlphaDEX Fund position peaked at $1.45M in Q1 2021.
216 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.