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First Trust Health Care AlphaDEX shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of First Trust Health Care AlphaDEX (FXH) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $611k 5.9k 103.55

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Select Sector Spdr Tr Technology (XLK)
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Select Sector Spdr Tr Communication (XLC)
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View all positions for One Charles Private Wealth Services

Top funds holding First Trust Health Care AlphaDEX

Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Raymond James & Associates
Advisor Group Holdings
Royal Bank of Canada
Commonwealth Equity Services
Goldman Sachs Group
Janney Montgomery Scott
Cambridge Investment Research Advisors
CI Private Wealth
Vestmark Advisory Solutions
Stifel Financial
Holistic Financial Partners

View all funds holding First Trust Health Care AlphaDEX