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First Trust Health Care AlphaDEX shares owned by HB Wealth Management

Quarter-by-quarter ownership of First Trust Health Care AlphaDEX (FXH) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management 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 HB Wealth Management 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $702k 6.7k 104.13
2024-09-30 $754k 6.7k 111.86
2024-06-30 $705k 6.7k 104.52
2024-03-31 $388k 3.5k 109.59
2023-12-31 $367k 3.5k 103.55

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding First Trust Health Care AlphaDEX

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

View all funds holding First Trust Health Care AlphaDEX