Visionary Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,228
| Closed | -$1.67M | – | 512 |
|
2024
Q1 | $1.67M | Buy |
15,228
+3,431
| +29% | +$376K | 0.11% | 187 |
|
2023
Q4 | $1.22M | Buy |
11,797
+1,213
| +11% | +$126K | 0.09% | 203 |
|
2023
Q3 | $1.03M | Sell |
10,584
-698
| -6% | -$67.8K | 0.08% | 206 |
|
2023
Q2 | $1.22M | Buy |
11,282
+2,468
| +28% | +$267K | 0.1% | 189 |
|
2023
Q1 | $948K | Buy |
8,814
+6,154
| +231% | +$662K | 0.08% | 200 |
|
2022
Q4 | $289K | Buy |
+2,660
| New | +$289K | 0.03% | 330 |
|