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First Trust Health Care AlphaDEX shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of First Trust Health Care AlphaDEX (FXH) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in First Trust Health Care AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Health Care AlphaDEX held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Health Care AlphaDEX by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $102k 980 103.55
2023-09-30 $95k 980 97.16
2023-06-30 $106k 980 108.31
2023-03-31 $105k 980 107.53
2022-12-31 $107k 980 108.73

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First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
iShares S&P SmallCap 600 Index (Principal) (IJR)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Merck & Co (Principal) (MRK)
Vanguard Health Care ETF (Principal) (VHT)
Netflix (Principal) (NFLX)
AutoZone (Principal) (AZO)
Ishares Inc msci emrg chn (Principal) (EMXC)

View all positions for Live Oak Investment Partners

Top funds holding First Trust Health Care AlphaDEX

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
UBS Group
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Ameriprise Financial
Goldman Sachs Group
Commonwealth Equity Services
Green Harvest Asset Management
Janney Montgomery Scott
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding First Trust Health Care AlphaDEX