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Bellwether Investment Group’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-223
Closed -$13K – 840
2016
Q4 		$13K Buy
+223
New +$12.9K 0.01% 566
2016
Q2 		$13K Buy
+223
New +$12.9K 0.01% 371

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bellwether Investment Group's FXH Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2017, closing a stake of 223 shares — an estimated $13K sold.

Bellwether Investment Group first reported a position in FXH in Q2 2016 and held it in 2 quarters. The position peaked at $13K in Q4 2016. 131 funds tracked by Wall St. Rank hold FXH as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 223 First Trust Health Care AlphaDEX Fund shares in Q1 2017, an estimated $13K.
  • Bellwether Investment Group first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Health Care AlphaDEX Fund position peaked at $13K in Q4 2016.
  • 131 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.