Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,386
| Closed | -$151K | – | 935 |
|
|
2021
Q1 | $151K | Hold |
1,386
| – | – | 0.01% | 494 |
|
|
2020
Q4 | $149K | Hold |
1,386
| – | – | 0.01% | 464 |
|
|
2020
Q3 | $131K | Hold |
1,386
| – | – | 0.01% | 405 |
|
|
2020
Q2 | $125K | Hold |
1,386
| – | – | 0.01% | 425 |
|
|
2020
Q1 | $109K | Hold |
1,386
| – | – | 0.01% | 400 |
|
|
2019
Q4 | $117K | Hold |
1,386
| – | – | 0.01% | 427 |
|
|
2019
Q3 | $103K | Hold |
1,386
| – | – | 0.01% | 427 |
|
|
2019
Q2 | $107K | Hold |
1,386
| – | – | 0.01% | 417 |
|
|
2019
Q1 | $106K | Hold |
1,386
| – | – | 0.01% | 398 |
|
|
2018
Q4 | $95K | Hold |
1,386
| – | – | 0.01% | 387 |
|
|
2018
Q3 | $105K | Hold |
1,386
| – | – | 0.01% | 388 |
|
|
2018
Q2 | $109K | Hold |
1,386
| – | – | 0.02% | 383 |
|
|
2018
Q1 | $96K | Hold |
1,386
| – | – | 0.02% | 376 |
|
|
2017
Q4 | $97K | Hold |
1,386
| – | – | 0.02% | 344 |
|
|
2017
Q3 | $93K | Buy |
+1,386
| New | +$93K | 0.02% | 300 |
|