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Transcend Capital Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Transcend Capital Advisors’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
-1,931
Closed -$209K – 502
2023
Q2 		$209K Buy
+1,931
New +$207K 0.02% 452

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

Transcend Capital Advisors's FXH Position: Q3 2023 in Review

Transcend Capital Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2023, closing a stake of 1,931 shares — an estimated $209K sold.

Transcend Capital Advisors first reported a position in FXH in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 249 funds tracked by Wall St. Rank hold FXH as of Q3 2023.

  • Transcend Capital Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • Transcend Capital Advisors sold 1,931 First Trust Health Care AlphaDEX Fund shares in Q3 2023, an estimated $209K.
  • Transcend Capital Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
  • Transcend Capital Advisors's First Trust Health Care AlphaDEX Fund position peaked at $209K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2023.

Based on Transcend Capital Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.