Total Clarity Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-1,295	Closed	-$134K	–	494
2022 Q2	$134K	Buy	+1,295	New	+$139K	0.07%	276
2022 Q1	–	Sell	-1,685	Closed	-$209K	–	463
2021 Q4	$209K	Hold	1,685	–	–	0.09%	210
2021 Q3	$201K	Buy	+1,685	New	+$206K	0.1%	206
2021 Q2	–	Sell	-1,685	Closed	-$183K	–	377
2021 Q1	$183K	Buy	+1,685	New	+$184K	0.11%	185
2020 Q1	–	Sell	-1,660	Closed	-$140K	–	270
2019 Q4	$140K	Buy	+1,660	New	+$131K	0.11%	148

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Total Clarity Wealth Management's FXH Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2022, closing a stake of 1,295 shares — an estimated $134K sold.

Total Clarity Wealth Management first reported a position in FXH in Q4 2019 and held it in 5 quarters. The position peaked at $209K in Q4 2021. 247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,295 First Trust Health Care AlphaDEX Fund shares in Q3 2022, an estimated $134K.
Total Clarity Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $209K in Q4 2021.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.