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BlackRock Institutional Trust’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

BlackRock Institutional Trust’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
2014
Q2 		– Sell
-21,900
Closed -$1.12M – 3970
2014
Q1 		$1.12M Buy
+21,900
New +$1.12M ﹤0.01% 3383
2013
Q3 		– Sell
-2,100
Closed -$83K – 3978
2013
Q2 		$83K Buy
+2,100
New +$82.7K ﹤0.01% 3760

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock Institutional Trust's FXH Position: Q2 2014 in Review

BlackRock Institutional Trust sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2014, closing a stake of 21,900 shares — an estimated $1.12M sold.

BlackRock Institutional Trust first reported a position in FXH in Q2 2013 and held it in 2 quarters. The position peaked at $1.12M in Q1 2014. 104 funds tracked by Wall St. Rank hold FXH as of Q2 2014.

  • BlackRock Institutional Trust reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 21,900 First Trust Health Care AlphaDEX Fund shares in Q2 2014, an estimated $1.12M.
  • BlackRock Institutional Trust first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 2 quarters.
  • BlackRock Institutional Trust's First Trust Health Care AlphaDEX Fund position peaked at $1.12M in Q1 2014.
  • 104 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2014.

Based on BlackRock Institutional Trust's 13F filing for Q2 2014, filed 6 Aug 2014.