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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return