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

WCG 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
2022
Q4 		– Sell
-2,302
Closed -$224K – 197
2022
Q3 		$224K Sell
2,302
-100
-4% -$10.5K 0.03% 258
2022
Q2 		$248K Buy
+2,402
New +$259K 0.03% 232

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCG Wealth Advisors's FXH Position: Q4 2022 in Review

WCG Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2022, closing a stake of 2,302 shares — an estimated $224K sold.

WCG Wealth Advisors first reported a position in FXH in Q2 2022 and held it in 2 quarters. The position peaked at $248K in Q2 2022. 259 funds tracked by Wall St. Rank hold FXH as of Q4 2022.

  • WCG Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 2,302 First Trust Health Care AlphaDEX Fund shares in Q4 2022, an estimated $224K.
  • WCG Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $248K in Q2 2022.
  • 259 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.