Cutter & Co Brokerage’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Cutter & Co Brokerage’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 Q4	–	Sell	-8,676	Closed	-$642K	–	270
2019 Q3	$642K	Sell	8,676 -543	-6%	-$41.4K	0.21%	113
2019 Q2	$714K	Buy	+9,219	New	+$685K	0.23%	109

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cutter & Co Brokerage's FXH Position: Q4 2019 in Review

Cutter & Co Brokerage sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2019, closing a stake of 8,676 shares — an estimated $642K sold.

Cutter & Co Brokerage first reported a position in FXH in Q2 2019 and held it in 2 quarters. The position peaked at $714K in Q2 2019. 199 funds tracked by Wall St. Rank hold FXH as of Q4 2019.

Cutter & Co Brokerage reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Cutter & Co Brokerage sold 8,676 First Trust Health Care AlphaDEX Fund shares in Q4 2019, an estimated $642K.
Cutter & Co Brokerage first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
Cutter & Co Brokerage's First Trust Health Care AlphaDEX Fund position peaked at $714K in Q2 2019.
199 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2019.

Based on Cutter & Co Brokerage's 13F filing for Q4 2019, filed 11 Feb 2020.