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B. Riley Financial’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

B. Riley Financial’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
2017
Q4 		– Sell
-4,304
Closed -$290K – 322
2017
Q3 		$290K Buy
+4,304
New +$287K 0.08% 223

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

B. Riley Financial's FXH Position: Q4 2017 in Review

B. Riley Financial sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2017, closing a stake of 4,304 shares — an estimated $290K sold.

B. Riley Financial first reported a position in FXH in Q3 2017 and held it in 1 quarter. The position peaked at $290K in Q3 2017. 143 funds tracked by Wall St. Rank hold FXH as of Q4 2017.

  • B. Riley Financial reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • B. Riley Financial sold 4,304 First Trust Health Care AlphaDEX Fund shares in Q4 2017, an estimated $290K.
  • B. Riley Financial first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • B. Riley Financial's First Trust Health Care AlphaDEX Fund position peaked at $290K in Q3 2017.
  • 143 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2017.

Based on B. Riley Financial's 13F filing for Q4 2017, filed 9 Feb 2018.