1832 Asset Management
FXH icon

1832 Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

1832 Asset Management’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
2018
Q1 		– Sell
-25
Closed -$2K – 697
2017
Q4 		$2K Sell
25
-25
-50% -$1.71K ﹤0.01% 663
2017
Q3 		$3K Buy
+50
New +$3.34K ﹤0.01% 633

Other funds holding FXH

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1832 Asset Management's FXH Position: Q1 2018 in Review

1832 Asset Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2018, closing a stake of 25 shares — an estimated $2K sold.

1832 Asset Management first reported a position in FXH in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 147 funds tracked by Wall St. Rank hold FXH as of Q1 2018.

  • 1832 Asset Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • 1832 Asset Management sold 25 First Trust Health Care AlphaDEX Fund shares in Q1 2018, an estimated $2K.
  • 1832 Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2017 and held it in 2 quarters.
  • 1832 Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $3K in Q3 2017.
  • 147 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2018.

Based on 1832 Asset Management's 13F filing for Q1 2018, filed 15 May 2018.