Wipfli Financial Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$22K	Buy	+223	New	+$23.5K	﹤0.01%	1530

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Wipfli Financial Advisors's FXH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q3 2022: 223 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings.

247 funds tracked by Wall St. Rank hold FXH as of Q3 2022.

Wipfli Financial Advisors held 223 shares of First Trust Health Care AlphaDEX Fund worth $22K as of Q3 2022.
First Trust Health Care AlphaDEX Fund was a new Wipfli Financial Advisors position in Q3 2022.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1530 holding.
247 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.