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

Claro 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
2019 Q2	–	Sell	-4,726	Closed	-$361K	–	163
2019 Q1	$361K	Buy	4,726 +4,570	+2,929%	+$341K	0.36%	85
2018 Q4	$13K	Buy	+156	New	+$11.8K	0.01%	628

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Claro Advisors's FXH Position: Q2 2019 in Review

Claro Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2019, closing a stake of 4,726 shares — an estimated $361K sold.

Claro Advisors first reported a position in FXH in Q4 2018 and held it in 2 quarters. The position peaked at $361K in Q1 2019. 180 funds tracked by Wall St. Rank hold FXH as of Q2 2019.

Claro Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Claro Advisors sold 4,726 First Trust Health Care AlphaDEX Fund shares in Q2 2019, an estimated $361K.
Claro Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
Claro Advisors's First Trust Health Care AlphaDEX Fund position peaked at $361K in Q1 2019.
180 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2019.

Based on Claro Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.