Visionary Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Visionary Wealth 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
2024 Q2	–	Sell	-15,228	Closed	-$1.67M	–	512
2024 Q1	$1.67M	Buy	15,228 +3,431	+29%	+$363K	0.11%	187
2023 Q4	$1.22M	Buy	11,797 +1,213	+11%	+$117K	0.09%	203
2023 Q3	$1.03M	Sell	10,584 -698	-6%	-$72.4K	0.08%	206
2023 Q2	$1.22M	Buy	11,282 +2,468	+28%	+$264K	0.1%	189
2023 Q1	$948K	Buy	8,814 +6,154	+231%	+$670K	0.08%	200
2022 Q4	$289K	Buy	+2,660	New	+$279K	0.03%	330

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Visionary Wealth Advisors's FXH Position: Q2 2024 in Review

Visionary Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2024, closing a stake of 15,228 shares — an estimated $1.67M sold.

Visionary Wealth Advisors first reported a position in FXH in Q4 2022 and held it in 6 quarters. The position peaked at $1.67M in Q1 2024. 254 funds tracked by Wall St. Rank hold FXH as of Q2 2024.

Visionary Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 15,228 First Trust Health Care AlphaDEX Fund shares in Q2 2024, an estimated $1.67M.
Visionary Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and held it in 6 quarters.
Visionary Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $1.67M in Q1 2024.
254 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2024.

Based on Visionary Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.