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

Advisors Preferred’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
2020
Q2 		– Sell
-86
Closed -$6K – 147
2020
Q1 		$6K Buy
+86
New +$6.99K ﹤0.01% 110

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Advisors Preferred's FXH Position: Q2 2020 in Review

Advisors Preferred sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2020, closing a stake of 86 shares — an estimated $6K sold.

Advisors Preferred first reported a position in FXH in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 202 funds tracked by Wall St. Rank hold FXH as of Q2 2020.

  • Advisors Preferred reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Advisors Preferred sold 86 First Trust Health Care AlphaDEX Fund shares in Q2 2020, an estimated $6K.
  • Advisors Preferred first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Advisors Preferred's First Trust Health Care AlphaDEX Fund position peaked at $6K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2020.

Based on Advisors Preferred's 13F filing for Q2 2020, filed 11 Aug 2020.