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Sterling Manor Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Sterling Manor Financial’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
2023
Q3 		– Sell
-29,289
Closed -$3.17M – 24
2023
Q2 		$3.17M Buy
+29,289
New +$3.14M 2.68% 15
2021
Q4 		– Sell
-43,770
Closed -$5.21M – 87
2021
Q3 		$5.21M Buy
+43,770
New +$5.36M 4.34% 6

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sterling Manor Financial's FXH Position: Q3 2023 in Review

Sterling Manor Financial sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2023, closing a stake of 29,289 shares — an estimated $3.17M sold.

Sterling Manor Financial first reported a position in FXH in Q3 2021 and held it in 2 quarters. The position peaked at $5.21M in Q3 2021. 249 funds tracked by Wall St. Rank hold FXH as of Q3 2023.

  • Sterling Manor Financial reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • Sterling Manor Financial sold 29,289 First Trust Health Care AlphaDEX Fund shares in Q3 2023, an estimated $3.17M.
  • Sterling Manor Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2021 and held it in 2 quarters.
  • Sterling Manor Financial's First Trust Health Care AlphaDEX Fund position peaked at $5.21M in Q3 2021.
  • 249 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2023.

Based on Sterling Manor Financial's 13F filing for Q3 2023, filed 31 Oct 2023.