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

Columbia 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
2014 Q4	$1.02M	Buy	+16,857	New	+$984K	1.11%	24

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Columbia Capital's FXH Position: Q4 2014 in Review

Columbia Capital opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q4 2014: 16,857 shares worth $1.02M. The stake represents 1.11% of the portfolio and ranks #24 among its holdings.

130 funds tracked by Wall St. Rank hold FXH as of Q4 2014.

Columbia Capital held 16,857 shares of First Trust Health Care AlphaDEX Fund worth $1.02M as of Q4 2014.
First Trust Health Care AlphaDEX Fund was a new Columbia Capital position in Q4 2014.
First Trust Health Care AlphaDEX Fund made up 1.11% of Columbia Capital's portfolio in Q4 2014, its #24 holding.
130 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.