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Cornerstone Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cornerstone Wealth 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
2019
Q2 		– Sell
-1,506
Closed -$369K – 412
2019
Q1 		$369K Buy
+1,506
New +$112K 0.04% 332

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Cornerstone Wealth Management's FXH Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2019, closing a stake of 1,506 shares — an estimated $369K sold.

Cornerstone Wealth Management first reported a position in FXH in Q1 2019 and held it in 1 quarter. The position peaked at $369K in Q1 2019. 180 funds tracked by Wall St. Rank hold FXH as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,506 First Trust Health Care AlphaDEX Fund shares in Q2 2019, an estimated $369K.
  • Cornerstone Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Cornerstone Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $369K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.