Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
28,198
-79
| -0.3% | -$8.19K | 0.03% | 406 |
|
|
2025
Q1 | $2.93M | Sell |
28,277
-49
| -0.2% | -$5.08K | 0.04% | 397 |
|
|
2024
Q4 | $2.95M | Buy |
28,326
+1,075
| +4% | +$112K | 0.05% | 305 |
|
|
2024
Q3 | $3.05M | Sell |
27,251
-702
| -3% | -$78.5K | 0.06% | 265 |
|
|
2024
Q2 | $2.92M | Sell |
27,953
-377
| -1% | -$39.4K | 0.06% | 259 |
|
|
2024
Q1 | $3.1M | Buy |
+28,330
| New | +$3.1M | 0.07% | 203 |
|