TrueWealth LLC’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

TrueWealth LLC’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
2020 Q2	$4K	Buy	+40	New	+$3.43K	﹤0.01%	576

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TrueWealth LLC's FXH Position: Q2 2020 in Review

TrueWealth LLC opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q2 2020: 40 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings.

202 funds tracked by Wall St. Rank hold FXH as of Q2 2020.

TrueWealth LLC held 40 shares of First Trust Health Care AlphaDEX Fund worth $4K as of Q2 2020.
First Trust Health Care AlphaDEX Fund was a new TrueWealth LLC position in Q2 2020.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #576 holding.
202 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.