Burt Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Burt Wealth Advisors’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
2020 Q2	–	Sell	-307	Closed	-$23K	–	420
2020 Q1	$23K	Hold	307	–	–	0.01%	215
2019 Q4	$26K	Hold	307	–	–	0.01%	217
2019 Q3	$23K	Hold	307	–	–	0.01%	221
2019 Q2	$24K	Hold	307	–	–	0.01%	219
2019 Q1	$23K	Hold	307	–	–	0.01%	228
2018 Q4	$21K	Hold	307	–	–	0.01%	230
2018 Q3	$26K	Hold	307	–	–	0.01%	229
2018 Q2	$23K	Hold	307	–	–	0.01%	237
2018 Q1	$21K	Hold	307	–	–	0.01%	250
2017 Q4	$21K	Hold	307	–	–	0.01%	237
2017 Q3	$21K	Hold	307	–	–	0.01%	228
2017 Q2	$20K	Hold	307	–	–	0.01%	251
2017 Q1	$19K	Hold	307	–	–	0.01%	227
2016 Q4	$18K	Hold	307	–	–	0.02%	239
2016 Q3	$18K	Hold	307	–	–	0.02%	225
2016 Q2	$18K	Hold	307	–	–	0.02%	226
2016 Q1	$17K	Hold	307	–	–	0.02%	266
2015 Q4	$18K	Hold	307	–	–	0.01%	216
2015 Q3	$17K	Hold	307	–	–	0.02%	196
2015 Q2	$21K	Hold	307	–	–	0.02%	201
2015 Q1	$21K	Hold	307	–	–	0.02%	186
2014 Q4	$19K	Buy	+307	New	+$17.9K	0.02%	193

Other funds holding FXH

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Burt Wealth Advisors's FXH Position: Q2 2020 in Review

Burt Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2020, closing a stake of 307 shares — an estimated $23K sold.

Burt Wealth Advisors first reported a position in FXH in Q4 2014 and held it in 22 quarters. The position peaked at $26K in Q4 2019. 202 funds tracked by Wall St. Rank hold FXH as of Q2 2020.

Burt Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 307 First Trust Health Care AlphaDEX Fund shares in Q2 2020, an estimated $23K.
Burt Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2014 and held it in 22 quarters.
Burt Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $26K in Q4 2019.
202 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.