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Wealthcare Advisory Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wealthcare Advisory Partners’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
2024
Q4 		– Sell
-6,408
Closed -$717K – 904
2024
Q3 		$717K Sell
6,408
-3,091
-33% -$339K 0.02% 488
2024
Q2 		$993K Sell
9,499
-1,047
-10% -$110K 0.03% 385
2024
Q1 		$1.16M Sell
10,546
-224
-2% -$23.7K 0.04% 336
2023
Q4 		$1.12M Buy
10,770
+567
+6% +$54.6K 0.04% 291
2023
Q3 		$991K Buy
10,203
+627
+7% +$65.1K 0.05% 283
2023
Q2 		$1.04M Buy
9,576
+588
+7% +$63K 0.05% 279
2023
Q1 		$966K Buy
8,988
+6,137
+215% +$668K 0.04% 300
2022
Q4 		$310K Buy
2,851
+477
+20% +$50K 0.01% 528
2022
Q3 		$231K Buy
2,374
+22
+0.9% +$2.32K 0.01% 537
2022
Q2 		$243K Buy
2,352
+553
+31% +$59.6K 0.01% 477
2022
Q1 		$206K Sell
1,799
-190
-10% -$21.3K 0.01% 515
2021
Q4 		$247K Hold
1,989
– – 0.01% 488
2021
Q3 		$237K Sell
1,989
-25
-1% -$3.06K 0.02% 476
2021
Q2 		$236K Buy
2,014
+27
+1% +$3.08K 0.02% 477
2021
Q1 		$216K Buy
+1,987
New +$217K 0.02% 463
2020
Q2 		– Sell
-1,391
Closed -$103K – 721
2020
Q1 		$103K Buy
1,391
+911
+190% +$74K 0.02% 368
2019
Q4 		$40K Hold
480
– – 0.01% 596
2019
Q3 		$36K Sell
480
-100
-17% -$7.63K 0.01% 605
2019
Q2 		$45K Hold
580
– – 0.01% 532
2019
Q1 		$44K Hold
580
– – 0.01% 491
2018
Q4 		$40K Buy
580
+65
+13% +$4.92K 0.01% 479
2018
Q3 		$44K Hold
515
– – 0.01% 497
2018
Q2 		$38K Hold
515
– – 0.01% 519
2018
Q1 		$36K Hold
515
– – 0.01% 455
2017
Q4 		$36K Hold
515
– – 0.01% 430
2017
Q3 		$35K Buy
+515
New +$34.4K 0.01% 353

Other funds holding FXH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthcare Advisory Partners's FXH Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2024, closing a stake of 6,408 shares — an estimated $717K sold.

Wealthcare Advisory Partners first reported a position in FXH in Q3 2017 and held it in 26 quarters. The position peaked at $1.16M in Q1 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,408 First Trust Health Care AlphaDEX Fund shares in Q4 2024, an estimated $717K.
  • Wealthcare Advisory Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2017 and held it in 26 quarters.
  • Wealthcare Advisory Partners's First Trust Health Care AlphaDEX Fund position peaked at $1.16M in Q1 2024.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.