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Voya Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Voya Financial 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
2021
Q2 		– Sell
-4,369
Closed -$469K – 381
2021
Q1 		$469K Hold
4,369
– – 0.02% 443
2020
Q4 		$468K Hold
4,369
– – 0.02% 416
2020
Q3 		$409K Sell
4,369
-332
-7% -$31.1K 0.02% 403
2020
Q2 		$416K Buy
4,701
+1,995
+74% +$171K 0.02% 407
2020
Q1 		$201K Hold
2,706
– – 0.01% 534
2019
Q4 		$227K Sell
2,706
-475
-15% -$37.6K 0.01% 575
2019
Q3 		$233K Sell
3,181
-3,034
-49% -$231K 0.01% 550
2019
Q2 		$476K Sell
6,215
-905
-13% -$67.3K 0.03% 397
2019
Q1 		$539K Sell
7,120
-2,334
-25% -$174K 0.03% 354
2018
Q4 		$641K Sell
9,454
-8,471
-47% -$642K 0.04% 270
2018
Q3 		$1.51M Buy
17,925
+12,685
+242% +$1.01M 0.09% 187
2018
Q2 		$388K Hold
5,240
– – 0.03% 376
2018
Q1 		$362K Sell
5,240
-812
-13% -$58.6K 0.02% 384
2017
Q4 		$426K Buy
6,052
+82
+1% +$5.6K 0.03% 349
2017
Q3 		$400K Sell
5,970
-692
-10% -$46.2K 0.03% 345
2017
Q2 		$446K Sell
6,662
-40
-0.6% -$2.57K 0.03% 309
2017
Q1 		$419K Buy
6,702
+183
+3% +$11.2K 0.03% 323
2016
Q4 		$376K Sell
6,519
-100
-2% -$5.79K 0.03% 329
2016
Q3 		$398K Sell
6,619
-1,812
-21% -$110K 0.04% 276
2016
Q2 		$492K Buy
8,431
+295
+4% +$17.1K 0.06% 222
2016
Q1 		$451K Sell
8,136
-9,405
-54% -$508K 0.06% 216
2015
Q4 		$1.07M Buy
17,541
+5,516
+46% +$329K 0.16% 108
2015
Q3 		$682K Buy
12,025
+1,808
+18% +$120K 0.12% 135
2015
Q2 		$698K Sell
10,217
-37,841
-79% -$2.56M 0.12% 132
2015
Q1 		$3.27M Buy
+48,058
New +$3.06M 0.64% 40

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Voya Financial Advisors's FXH Position: Q2 2021 in Review

Voya Financial Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2021, closing a stake of 4,369 shares — an estimated $469K sold.

Voya Financial Advisors first reported a position in FXH in Q1 2015 and held it in 25 quarters. The position peaked at $3.27M in Q1 2015. 218 funds tracked by Wall St. Rank hold FXH as of Q2 2021.

  • Voya Financial Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 4,369 First Trust Health Care AlphaDEX Fund shares in Q2 2021, an estimated $469K.
  • Voya Financial Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's First Trust Health Care AlphaDEX Fund position peaked at $3.27M in Q1 2015.
  • 218 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.