Acorn Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Acorn Wealth Advisors’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 Q3	–	Sell	-2,459	Closed	-$184K	–	237
2018 Q2	$184K	Hold	2,459	–	–	0.16%	117
2018 Q1	$173K	Sell	2,459 -69	-3%	-$4.98K	0.15%	121
2017 Q4	$180K	Buy	+2,528	New	+$173K	0.16%	110

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorn Wealth Advisors's FXH Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2018, closing a stake of 2,459 shares — an estimated $184K sold.

Acorn Wealth Advisors first reported a position in FXH in Q4 2017 and held it in 3 quarters. The position peaked at $184K in Q2 2018. 158 funds tracked by Wall St. Rank hold FXH as of Q3 2018.

Acorn Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 2,459 First Trust Health Care AlphaDEX Fund shares in Q3 2018, an estimated $184K.
Acorn Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $184K in Q2 2018.
158 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.