Tyler-Stone Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-346	Closed	-$36.2K	–	541
2024 Q2	$36.2K	Hold	346	–	–	0.01%	421
2024 Q1	$37.9K	Hold	346	–	–	0.02%	412
2023 Q4	$35.8K	Sell	346 -708	-67%	-$68.2K	0.02%	417
2023 Q3	$102K	Hold	1,054	–	–	0.06%	252
2023 Q2	$114K	Buy	+1,054	New	+$113K	0.06%	233
2022 Q4	$115K	Buy	1,054 +1	+0.1%	+$105	0.08%	217
2022 Q3	$102K	Buy	1,053 +1	+0.1%	+$105	0.08%	218
2022 Q2	$108K	Buy	1,052 +50	+5%	+$5.38K	0.07%	224
2022 Q1	$115K	Hold	1,002	–	–	0.06%	239
2021 Q4	$124K	Buy	+1,002	New	+$120K	0.07%	242

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tyler-Stone Wealth Management's FXH Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2024, closing a stake of 346 shares — an estimated $36.2K sold.

Tyler-Stone Wealth Management first reported a position in FXH in Q4 2021 and held it in 10 quarters. The position peaked at $124K in Q4 2021. 254 funds tracked by Wall St. Rank hold FXH as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 346 First Trust Health Care AlphaDEX Fund shares in Q3 2024, an estimated $36.2K.
Tyler-Stone Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $124K in Q4 2021.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.