WIM
FXH icon

WealthPlan Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-9,695
Closed -$1.09M – 481
2022
Q4 		$1.09M Buy
9,695
+65
+0.7% +$6.82K 0.08% 169
2022
Q3 		$1.04M Buy
+9,630
New +$1.01M 0.08% 163
2022
Q1 		$2.12M Buy
+19,918
New +$2.23M 0.15% 119

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
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

WealthPlan Investment Management's FXH Position: Q1 2023 in Review

WealthPlan Investment Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2023, closing a stake of 9,695 shares — an estimated $1.09M sold.

WealthPlan Investment Management first reported a position in FXH in Q1 2022 and held it in 3 quarters. The position peaked at $2.12M in Q1 2022. 255 funds tracked by Wall St. Rank hold FXH as of Q1 2023.

  • WealthPlan Investment Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 9,695 First Trust Health Care AlphaDEX Fund shares in Q1 2023, an estimated $1.09M.
  • WealthPlan Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $2.12M in Q1 2022.
  • 255 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.