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

Cedar Capital’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 Q4	–	Sell	-3,275	Closed	-$278K	–	159
2018 Q3	$278K	Buy	+3,275	New	+$262K	0.11%	150
2017 Q3	–	Sell	-4,495	Closed	-$301K	–	117
2017 Q2	$301K	Sell	4,495 -379	-8%	-$24.4K	0.13%	61
2017 Q1	$304K	Sell	4,874 -20	-0.4%	-$1.22K	0.13%	56
2016 Q4	$281K	Sell	4,894 -1,103	-18%	-$63.9K	0.11%	66
2016 Q3	$365K	Sell	5,997 -6,339	-51%	-$385K	0.13%	60
2016 Q2	$727K	Buy	+12,336	New	+$715K	0.24%	39

Other funds holding FXH

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cedar Capital's FXH Position: Q4 2018 in Review

Cedar Capital sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2018, closing a stake of 3,275 shares — an estimated $278K sold.

Cedar Capital first reported a position in FXH in Q2 2016 and held it in 6 quarters. The position peaked at $727K in Q2 2016. 191 funds tracked by Wall St. Rank hold FXH as of Q4 2018.

Cedar Capital reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Cedar Capital sold 3,275 First Trust Health Care AlphaDEX Fund shares in Q4 2018, an estimated $278K.
Cedar Capital first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2016 and held it in 6 quarters.
Cedar Capital's First Trust Health Care AlphaDEX Fund position peaked at $727K in Q2 2016.
191 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2018.

Based on Cedar Capital's 13F filing for Q4 2018, filed 30 Jan 2019.