Avantax Planning Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-223	Closed	-$19K	–	619
2018 Q3	$19K	Buy	+223	New	+$17.8K	﹤0.01%	716
2018 Q2	–	Sell	-223	Closed	-$15K	–	682
2018 Q1	$15K	Buy	+223	New	+$16.1K	﹤0.01%	886

Other funds holding FXH

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Avantax Planning Partners's FXH Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2018, closing a stake of 223 shares — an estimated $19K sold.

Avantax Planning Partners first reported a position in FXH in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 191 funds tracked by Wall St. Rank hold FXH as of Q4 2018.

Avantax Planning Partners reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 223 First Trust Health Care AlphaDEX Fund shares in Q4 2018, an estimated $19K.
Avantax Planning Partners first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's First Trust Health Care AlphaDEX Fund position peaked at $19K in Q3 2018.
191 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.