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

TimeScale 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 Q2	$49.9K	Hold	461	–	–	0.01%	218
2023 Q1	$49.6K	Buy	+461	New	+$50.2K	0.01%	209
2022 Q1	–	Sell	-44	Closed	-$5K	–	541
2021 Q4	$5K	Sell	44 -169	-79%	-$20.2K	﹤0.01%	380
2021 Q3	$25K	Hold	213	–	–	0.01%	221
2021 Q2	$25K	Buy	213 +26	+14%	+$2.97K	0.01%	228
2021 Q1	$20K	Buy	+187	New	+$20.5K	0.01%	267

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TimeScale Financial's FXH Position: Q2 2023 in Review

TimeScale Financial held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q2 2023 at 461 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #218.

TimeScale Financial first reported a position in FXH in Q1 2021 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold FXH as of Q2 2023.

TimeScale Financial held 461 shares of First Trust Health Care AlphaDEX Fund worth $49.9K as of Q2 2023.
TimeScale Financial left its First Trust Health Care AlphaDEX Fund share count unchanged in Q2 2023.
First Trust Health Care AlphaDEX Fund made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #218 holding.
TimeScale Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2021 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.