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

Wealth Quarterback’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
2023
Q2 		– Sell
-44,283
Closed -$4.76M – 125
2023
Q1 		$4.76M Buy
44,283
+707
+2% +$76.9K 4.04% 7
2022
Q4 		$4.74M Buy
+43,576
New +$4.57M 3.93% 6

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 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

Wealth Quarterback's FXH Position: Q2 2023 in Review

Wealth Quarterback sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2023, closing a stake of 44,283 shares — an estimated $4.76M sold.

Wealth Quarterback first reported a position in FXH in Q4 2022 and held it in 2 quarters. The position peaked at $4.76M in Q1 2023. 256 funds tracked by Wall St. Rank hold FXH as of Q2 2023.

  • Wealth Quarterback reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Wealth Quarterback sold 44,283 First Trust Health Care AlphaDEX Fund shares in Q2 2023, an estimated $4.76M.
  • Wealth Quarterback first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and held it in 2 quarters.
  • Wealth Quarterback's First Trust Health Care AlphaDEX Fund position peaked at $4.76M in Q1 2023.
  • 256 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2023.

Based on Wealth Quarterback's 13F filing for Q2 2023, filed 10 Aug 2023.