tru Independence’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-587	Closed	-$69K	–	256
2021 Q2	$69K	Buy	+587	New	+$67K	0.02%	167
2020 Q1	–	Sell	-200	Closed	-$15K	–	774
2019 Q4	$15K	Buy	+200	New	+$15.8K	﹤0.01%	513

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

tru Independence's FXH Position: Q3 2021 in Review

tru Independence sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2021, closing a stake of 587 shares — an estimated $69K sold.

tru Independence first reported a position in FXH in Q4 2019 and held it in 2 quarters. The position peaked at $69K in Q2 2021. 216 funds tracked by Wall St. Rank hold FXH as of Q3 2021.

tru Independence reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
tru Independence sold 587 First Trust Health Care AlphaDEX Fund shares in Q3 2021, an estimated $69K.
tru Independence first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
tru Independence's First Trust Health Care AlphaDEX Fund position peaked at $69K in Q2 2021.
216 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.