Tradition 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 | $588K | Buy |
5,675
+3
| +0.1% | +$311 | 0.05% | 242 |
|
|
2025
Q1 | $588K | Buy |
5,672
+2
| +0% | +$207 | 0.05% | 227 |
|
|
2024
Q4 | $590K | Buy |
5,670
+4
| +0.1% | +$416 | 0.05% | 221 |
|
|
2024
Q3 | $634K | Sell |
5,666
-91
| -2% | -$10.2K | 0.06% | 207 |
|
|
2024
Q2 | $602K | Buy |
5,757
+4
| +0.1% | +$418 | 0.06% | 206 |
|
|
2024
Q1 | $630K | Buy |
5,753
+10
| +0.2% | +$1.1K | 0.06% | 186 |
|
|
2023
Q4 | $595K | Buy |
5,743
+2
| +0% | +$207 | 0.06% | 163 |
|
|
2023
Q3 | $558K | Sell |
5,741
-38
| -0.7% | -$3.69K | 0.07% | 161 |
|
|
2023
Q2 | $626K | Buy |
5,779
+2
| +0% | +$217 | 0.07% | 152 |
|
|
2023
Q1 | $621K | Buy |
5,777
+6
| +0.1% | +$645 | 0.08% | 144 |
|
|
2022
Q4 | $628K | Buy |
5,771
+5
| +0.1% | +$544 | 0.09% | 139 |
|
|
2022
Q3 | $560K | Hold |
5,766
| – | – | 0.08% | 146 |
|
|
2022
Q2 | $595K | Hold |
5,766
| – | – | 0.09% | 150 |
|
|
2022
Q1 | $661K | Hold |
5,766
| – | – | 0.08% | 162 |
|
|
2021
Q4 | $716K | Hold |
5,766
| – | – | 0.09% | 150 |
|
|
2021
Q3 | $686K | Hold |
5,766
| – | – | 0.1% | 141 |
|
|
2021
Q2 | $675K | Sell |
5,766
-48
| -0.8% | -$5.62K | 0.1% | 149 |
|
|
2021
Q1 | $631K | Sell |
5,814
-1,550
| -21% | -$168K | 0.11% | 143 |
|
|
2020
Q4 | $794K | Buy |
+7,364
| New | +$794K | 0.15% | 112 |
|