CRCM
FXH icon

Corbett Road Capital Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Corbett Road Capital 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
Q4 		– Sell
-373
Closed -$35K – 117
2020
Q3 		$35K Hold
373
– – 0.03% 112
2020
Q2 		$33K Buy
+373
New +$32K 0.03% 108

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corbett Road Capital Management's FXH Position: Q4 2020 in Review

Corbett Road Capital Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2020, closing a stake of 373 shares — an estimated $35K sold.

Corbett Road Capital Management first reported a position in FXH in Q2 2020 and held it in 2 quarters. The position peaked at $35K in Q3 2020. 226 funds tracked by Wall St. Rank hold FXH as of Q4 2020.

  • Corbett Road Capital Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Corbett Road Capital Management sold 373 First Trust Health Care AlphaDEX Fund shares in Q4 2020, an estimated $35K.
  • Corbett Road Capital Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2020 and held it in 2 quarters.
  • Corbett Road Capital Management's First Trust Health Care AlphaDEX Fund position peaked at $35K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2020.

Based on Corbett Road Capital Management's 13F filing for Q4 2020, filed 5 Feb 2021.