Spire Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
4,378
-14,154
| -76% | -$1.47M | 0.02% | 534 |
|
|
2025
Q1 | $1.92M | Sell |
18,532
-199
| -1% | -$20.6K | 0.06% | 275 |
|
|
2024
Q4 | $1.95M | Buy |
18,731
+1
| +0% | +$104 | 0.06% | 246 |
|
|
2024
Q3 | $2.1M | Sell |
18,730
-14
| -0.1% | -$1.57K | 0.07% | 226 |
|
|
2024
Q2 | $1.96M | Sell |
18,744
-338
| -2% | -$35.3K | 0.07% | 234 |
|
|
2024
Q1 | $2.09M | Sell |
19,082
-33
| -0.2% | -$3.62K | 0.04% | 246 |
|
|
2023
Q4 | $1.97M | Sell |
19,115
-23
| -0.1% | -$2.37K | 0.07% | 244 |
|
|
2023
Q3 | $1.86M | Sell |
19,138
-889
| -4% | -$86.4K | 0.07% | 230 |
|
|
2023
Q2 | $2.17M | Sell |
20,027
-67
| -0.3% | -$7.26K | 0.08% | 224 |
|
|
2023
Q1 | $2.16M | Buy |
20,094
+5,385
| +37% | +$579K | 0.08% | 217 |
|
|
2022
Q4 | $1.6M | Buy |
14,709
+5,757
| +64% | +$626K | 0.09% | 179 |
|
|
2022
Q3 | $870K | Sell |
8,952
-13,258
| -60% | -$1.29M | 0.05% | 232 |
|
|
2022
Q2 | $2.29M | Sell |
22,210
-4,405
| -17% | -$454K | 0.09% | 184 |
|
|
2022
Q1 | $3.05M | Sell |
26,615
-648
| -2% | -$74.3K | 0.08% | 213 |
|
|
2021
Q4 | $3.39M | Sell |
27,263
-10,018
| -27% | -$1.24M | 0.08% | 224 |
|
|
2021
Q3 | $4.44M | Sell |
37,281
-220
| -0.6% | -$26.2K | 0.12% | 168 |
|
|
2021
Q2 | $4.39M | Buy |
37,501
+2,468
| +7% | +$289K | 0.12% | 174 |
|
|
2021
Q1 | $3.12M | Buy |
+35,033
| New | +$3.12M | 0.08% | 212 |
|