WealthPLAN Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $672K | Sell |
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|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $636K | Hold |
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|
2024
Q4 | $639K | Sell |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $677K | Sell |
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|
2024
Q1 | $912K | Sell |
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|
2023
Q4 | $886K | Sell |
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|
2023
Q3 | $918K | Hold |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q1 | $2.12M | Sell |
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|
2021
Q4 | $2.39M | Sell |
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|
2021
Q3 | $2.56M | Sell |
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|
2021
Q2 | $2.62M | Sell |
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|
2021
Q1 | $2.51M | Sell |
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|
2020
Q4 | $2.45M | Sell |
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|
2020
Q3 | $2.28M | Buy |
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|
2020
Q2 | $2.09M | Buy |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $1.93M | Sell |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $1.77M | Sell |
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|
2019
Q1 | $1.72M | Sell |
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|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $1.56M | Sell |
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|
2018
Q2 | $1.98M | Sell |
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|
2018
Q1 | $1.86M | Buy |
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|
2017
Q4 | $1.6M | Sell |
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|
2017
Q3 | $1.57M | Sell |
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|
2017
Q2 | $1.63M | Buy |
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|
2017
Q1 | $132K | Buy |
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|
2016
Q3 | $1.75M | Sell |
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|
2016
Q2 | $1.72M | Buy |
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|
2015
Q4 | $1.85M | Buy |
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|
2015
Q2 | $43K | Sell |
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|
2015
Q1 | $1.93M | Buy |
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