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Capital Advisors Ltd’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-387
Closed -$24K – 392
2017
Q1 		$24K Buy
+387
New +$23.6K 0.01% 247

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Advisors Ltd's FXH Position: Q2 2017 in Review

Capital Advisors Ltd sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2017, closing a stake of 387 shares — an estimated $24K sold.

Capital Advisors Ltd first reported a position in FXH in Q1 2017 and held it in 1 quarter. The position peaked at $24K in Q1 2017. 130 funds tracked by Wall St. Rank hold FXH as of Q2 2017.

  • Capital Advisors Ltd reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Capital Advisors Ltd sold 387 First Trust Health Care AlphaDEX Fund shares in Q2 2017, an estimated $24K.
  • Capital Advisors Ltd first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Capital Advisors Ltd's First Trust Health Care AlphaDEX Fund position peaked at $24K in Q1 2017.
  • 130 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2017.

Based on Capital Advisors Ltd's 13F filing for Q2 2017, filed 26 Jul 2017.