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

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-16,680
Closed -$1.01M – 369
2015
Q4 		$1.01M Buy
+16,680
New +$996K 0.26% 104

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crosspoint Capital Strategies's FXH Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2016, closing a stake of 16,680 shares — an estimated $1.01M sold.

Crosspoint Capital Strategies first reported a position in FXH in Q4 2015 and held it in 1 quarter. The position peaked at $1.01M in Q4 2015. 129 funds tracked by Wall St. Rank hold FXH as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 16,680 First Trust Health Care AlphaDEX Fund shares in Q1 2016, an estimated $1.01M.
  • Crosspoint Capital Strategies first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's First Trust Health Care AlphaDEX Fund position peaked at $1.01M in Q4 2015.
  • 129 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.