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Advocacy Wealth Management Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$3K Hold
59
– – 0.01% 266
2013
Q2 		$2K Buy
+59
New +$2.32K 0.01% 232

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advocacy Wealth Management Services's FXH Position: Q3 2013 in Review

Advocacy Wealth Management Services held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q3 2013 at 59 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #266.

Advocacy Wealth Management Services first reported a position in FXH in Q2 2013 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold FXH as of Q3 2013.

  • Advocacy Wealth Management Services held 59 shares of First Trust Health Care AlphaDEX Fund worth $3K as of Q3 2013.
  • Advocacy Wealth Management Services left its First Trust Health Care AlphaDEX Fund share count unchanged in Q3 2013.
  • First Trust Health Care AlphaDEX Fund made up 0.01% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #266 holding.
  • Advocacy Wealth Management Services first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.