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Allianz Life Insurance of North America’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Allianz Life Insurance of North America’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
Q2 		– Sell
-4,410
Closed -$306K – 118
2018
Q1 		$306K Buy
+4,410
New +$318K 0.42% 63

Other funds holding FXH

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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
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allianz Life Insurance of North America's FXH Position: Q2 2018 in Review

Allianz Life Insurance of North America sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2018, closing a stake of 4,410 shares — an estimated $306K sold.

Allianz Life Insurance of North America first reported a position in FXH in Q1 2018 and held it in 1 quarter. The position peaked at $306K in Q1 2018. 148 funds tracked by Wall St. Rank hold FXH as of Q2 2018.

  • Allianz Life Insurance of North America reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Allianz Life Insurance of North America sold 4,410 First Trust Health Care AlphaDEX Fund shares in Q2 2018, an estimated $306K.
  • Allianz Life Insurance of North America first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Allianz Life Insurance of North America's First Trust Health Care AlphaDEX Fund position peaked at $306K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q2 2018, filed 31 Jul 2018.