Waverly Advisors, LLC
Position in FXH — First Trust Health Care AlphaDEX Fund
CIK 1568787
BIRMINGHAM, AL
All Filings in FXH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FXH | $3,165,327 | 28,836 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FXH | $3,295,202 | 28,951 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FXH | $2,927,421 | 26,693 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FXH | $2,923,568 | 28,198 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FXH | $2,929,497 | 28,277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FXH | $2,949,586 | 28,326 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FXH | $3,048,296 | 27,251 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FXH | $2,921,647 | 27,953 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FXH | $3,104,684 | 28,330 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||