Western Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
4,949
+1
| +0% | +$104 | 0.03% | 401 |
|
|
2025
Q1 | $513K | Sell |
4,948
-355
| -7% | -$36.8K | 0.03% | 383 |
|
|
2024
Q4 | $552K | Sell |
5,303
-194
| -4% | -$20.2K | 0.04% | 352 |
|
|
2024
Q3 | $615K | Sell |
5,497
-337
| -6% | -$37.7K | 0.04% | 407 |
|
|
2024
Q2 | $610K | Sell |
5,834
-71
| -1% | -$7.42K | 0.05% | 317 |
|
|
2024
Q1 | $647K | Sell |
5,905
-49
| -0.8% | -$5.37K | 0.05% | 310 |
|
|
2023
Q4 | $617K | Sell |
5,954
-306
| -5% | -$31.7K | 0.04% | 363 |
|
|
2023
Q3 | $608K | Sell |
6,260
-14
| -0.2% | -$1.36K | 0.05% | 340 |
|
|
2023
Q2 | $680K | Sell |
6,274
-153
| -2% | -$16.6K | 0.06% | 311 |
|
|
2023
Q1 | $691K | Buy |
6,427
+104
| +2% | +$11.2K | 0.06% | 298 |
|
|
2022
Q4 | $688K | Sell |
6,323
-6,327
| -50% | -$688K | 0.07% | 290 |
|
|
2022
Q3 | $1.23M | Buy |
12,650
+32
| +0.3% | +$3.11K | 0.07% | 265 |
|
|
2022
Q2 | $1.3M | Sell |
12,618
-159
| -1% | -$16.4K | 0.07% | 254 |
|
|
2022
Q1 | $1.46M | Buy |
12,777
+6,275
| +97% | +$719K | 0.07% | 259 |
|
|
2021
Q4 | $806K | Buy |
+6,502
| New | +$806K | 0.08% | 236 |
|
|
2021
Q2 | $793K | Buy |
6,759
+71
| +1% | +$8.33K | 0.08% | 250 |
|
|
2021
Q1 | $726K | Sell |
6,688
-243
| -4% | -$26.4K | 0.1% | 210 |
|
|
2020
Q4 | $747K | Sell |
6,931
-85
| -1% | -$9.16K | 0.11% | 197 |
|
|
2020
Q3 | $665K | Sell |
7,016
-39
| -0.6% | -$3.7K | 0.11% | 193 |
|
|
2020
Q2 | $636K | Sell |
7,055
-683
| -9% | -$61.6K | 0.12% | 186 |
|
|
2020
Q1 | $573K | Sell |
7,738
-679
| -8% | -$50.3K | 0.13% | 170 |
|
|
2019
Q4 | $709K | Sell |
8,417
-856
| -9% | -$72.1K | 0.11% | 186 |
|
|
2019
Q3 | $688K | Sell |
9,273
-115
| -1% | -$8.53K | 0.14% | 168 |
|
|
2019
Q2 | $725K | Sell |
9,388
-250
| -3% | -$19.3K | 0.1% | 169 |
|
|
2019
Q1 | $737K | Sell |
9,638
-865
| -8% | -$66.1K | 0.16% | 146 |
|
|
2018
Q4 | $722K | Buy |
+10,503
| New | +$722K | 0.19% | 134 |
|