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Archford Capital Strategies’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Archford Capital Strategies’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
2016
Q4 		– Sell
-166
Closed -$10K – 689
2016
Q3 		$10K Buy
+166
New +$10.1K ﹤0.01% 369

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Archford Capital Strategies's FXH Position: Q4 2016 in Review

Archford Capital Strategies sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2016, closing a stake of 166 shares — an estimated $10K sold.

Archford Capital Strategies first reported a position in FXH in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 116 funds tracked by Wall St. Rank hold FXH as of Q4 2016.

  • Archford Capital Strategies reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 166 First Trust Health Care AlphaDEX Fund shares in Q4 2016, an estimated $10K.
  • Archford Capital Strategies first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
  • Archford Capital Strategies's First Trust Health Care AlphaDEX Fund position peaked at $10K in Q3 2016.
  • 116 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.