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World Equity Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

World Equity Group’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
2024
Q4 		– Sell
-4,806
Closed -$538K – 373
2024
Q3 		$538K Buy
+4,806
New +$526K 0.19% 120

Other funds holding FXH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

World Equity Group's FXH Position: Q4 2024 in Review

World Equity Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2024, closing a stake of 4,806 shares — an estimated $538K sold.

World Equity Group first reported a position in FXH in Q3 2024 and held it in 1 quarter. The position peaked at $538K in Q3 2024. 252 funds tracked by Wall St. Rank hold FXH as of Q4 2024.

  • World Equity Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • World Equity Group sold 4,806 First Trust Health Care AlphaDEX Fund shares in Q4 2024, an estimated $538K.
  • World Equity Group first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • World Equity Group's First Trust Health Care AlphaDEX Fund position peaked at $538K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.