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Calton & Associates’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-100
Closed -$7K – 684
2017
Q4 		$7K Buy
+100
New +$6.83K ﹤0.01% 1163

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Calton & Associates's FXH Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2018, closing a stake of 100 shares — an estimated $7K sold.

Calton & Associates first reported a position in FXH in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 147 funds tracked by Wall St. Rank hold FXH as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 100 First Trust Health Care AlphaDEX Fund shares in Q1 2018, an estimated $7K.
  • Calton & Associates first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Health Care AlphaDEX Fund position peaked at $7K in Q4 2017.
  • 147 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.