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BB&T Investment Services’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

BB&T Investment 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
2017
Q4 		$24K Buy
343
+143
+72% +$9.77K ﹤0.01% 755
2017
Q3 		$13K Hold
200
– – ﹤0.01% 792
2017
Q2 		$13K Hold
200
– – ﹤0.01% 739
2017
Q1 		$12K Hold
200
– – ﹤0.01% 684
2016
Q4 		$11K Buy
+200
New +$11.6K 0.01% 503

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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

BB&T Investment Services's FXH Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 72% in Q4 2017, buying an estimated $9.77K and bringing the position to 343 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

BB&T Investment Services first reported a position in FXH in Q4 2016 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold FXH as of Q4 2017.

  • BB&T Investment Services held 343 shares of First Trust Health Care AlphaDEX Fund worth $24K as of Q4 2017.
  • BB&T Investment Services bought 143 First Trust Health Care AlphaDEX Fund shares in Q4 2017, an estimated $9.77K.
  • First Trust Health Care AlphaDEX Fund made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #755 holding.
  • BB&T Investment Services first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2016 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.