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Dynamic Advisor Solutions’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Dynamic Advisor Solutions’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
-3,278
Closed -$243K – 582
2019
Q3 		$243K Sell
3,278
-80
-2% -$6.1K 0.04% 416
2019
Q2 		$260K Hold
3,358
– – 0.04% 391
2019
Q1 		$257K Sell
3,358
-258
-7% -$19.2K 0.05% 328
2018
Q4 		$267K Hold
3,616
– – 0.06% 303
2018
Q3 		$307K Sell
3,616
-16
-0.4% -$1.28K 0.06% 298
2018
Q2 		$270K Sell
3,632
-71
-2% -$5.13K 0.06% 317
2018
Q1 		$257K Sell
3,703
-647
-15% -$46.7K 0.07% 284
2017
Q4 		$304K Sell
4,350
-3,030
-41% -$207K 0.1% 195
2017
Q3 		$498K Sell
7,380
-1,528
-17% -$102K 0.2% 141
2017
Q2 		$596K Sell
8,908
-593
-6% -$38.1K 0.23% 119
2017
Q1 		$593K Sell
9,501
-1,341
-12% -$81.9K 0.23% 120
2016
Q4 		$621K Sell
10,842
-337
-3% -$19.5K 0.25% 113
2016
Q3 		$680K Sell
11,179
-997
-8% -$60.6K 0.26% 119
2016
Q2 		$718K Sell
12,176
-892
-7% -$51.7K 0.29% 93
2016
Q1 		$728K Sell
13,068
-1,185
-8% -$64.1K 0.31% 84
2015
Q4 		$862K Buy
14,253
+1,389
+11% +$83K 0.36% 81
2015
Q3 		$749K Sell
12,864
-5,502
-30% -$365K 0.38% 73
2015
Q2 		$1.26M Buy
18,366
+86
+0.5% +$5.82K 0.74% 43
2015
Q1 		$1.23M Buy
18,280
+726
+4% +$46.3K 0.61% 50
2014
Q4 		$1.06M Sell
17,554
-63
-0.4% -$3.68K 0.57% 52
2014
Q3 		$983K Buy
17,617
+523
+3% +$28.7K 0.53% 55
2014
Q2 		$911K Buy
17,094
+1,190
+7% +$60.5K 0.55% 49
2014
Q1 		$810K Buy
15,904
+2,704
+20% +$138K 0.55% 58
2013
Q4 		$635K Buy
+13,200
New +$603K 0.47% 69

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
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
Ameriprise
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
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

Dynamic Advisor Solutions's FXH Position: Q4 2019 in Review

Dynamic Advisor Solutions sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2019, closing a stake of 3,278 shares — an estimated $243K sold.

Dynamic Advisor Solutions first reported a position in FXH in Q4 2013 and held it in 24 quarters. The position peaked at $1.26M in Q2 2015. 199 funds tracked by Wall St. Rank hold FXH as of Q4 2019.

  • Dynamic Advisor Solutions reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,278 First Trust Health Care AlphaDEX Fund shares in Q4 2019, an estimated $243K.
  • Dynamic Advisor Solutions first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2013 and held it in 24 quarters.
  • Dynamic Advisor Solutions's First Trust Health Care AlphaDEX Fund position peaked at $1.26M in Q2 2015.
  • 199 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2019, filed 4 Feb 2020.