Clear Creek Financial Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Clear Creek Financial Management’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	-2,692	Closed	-$226K	–	260
2020 Q1	$226K	Sell	2,692 -50	-2%	-$4.06K	0.09%	140
2019 Q4	$237K	Buy	+2,742	New	+$217K	0.09%	116

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

Clear Creek Financial Management's FXH Position: Q2 2020 in Review

Clear Creek Financial Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2020, closing a stake of 2,692 shares — an estimated $226K sold.

Clear Creek Financial Management first reported a position in FXH in Q4 2019 and held it in 2 quarters. The position peaked at $237K in Q4 2019. 202 funds tracked by Wall St. Rank hold FXH as of Q2 2020.

Clear Creek Financial Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Clear Creek Financial Management sold 2,692 First Trust Health Care AlphaDEX Fund shares in Q2 2020, an estimated $226K.
Clear Creek Financial Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Clear Creek Financial Management's First Trust Health Care AlphaDEX Fund position peaked at $237K in Q4 2019.
202 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2020.

Based on Clear Creek Financial Management's 13F filing for Q2 2020, filed 16 Jul 2020.