WealthPlan Investment Management’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
2023
Q1
Sell
-9,695
Closed -$1.09M 481
2022
Q4
$1.09M Buy
9,695
+65
+0.7% +$7.28K 0.08% 169
2022
Q3
$1.04M Buy
+9,630
New +$1.04M 0.08% 163
2022
Q1
$2.12M Buy
+19,918
New +$2.12M 0.15% 119