Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,004
| Closed | -$207K | – | 164 |
|
|
2022
Q2 | $207K | Hold |
2,004
| – | – | 0.06% | 156 |
|
|
2022
Q1 | $230K | Hold |
2,004
| – | – | 0.05% | 151 |
|
|
2021
Q4 | $249K | Hold |
2,004
| – | – | 0.05% | 141 |
|
|
2021
Q3 | $239K | Hold |
2,004
| – | – | 0.06% | 140 |
|
|
2021
Q2 | $235K | Hold |
2,004
| – | – | 0.06% | 144 |
|
|
2021
Q1 | $218K | Hold |
2,004
| – | – | 0.06% | 142 |
|
|
2020
Q4 | $216K | Buy |
+2,004
| New | +$216K | 0.06% | 136 |
|
|
2020
Q1 | – | Sell |
-2,661
| Closed | -$224K | – | 115 |
|
|
2019
Q4 | $224K | Buy |
+2,661
| New | +$224K | 0.08% | 112 |
|