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EP Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

EP Wealth Advisors’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
2018
Q1 		– Sell
-3,050
Closed -$213K – 212
2017
Q4 		$213K Buy
+3,050
New +$208K 0.02% 183

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's FXH Position: Q1 2018 in Review

EP Wealth Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2018, closing a stake of 3,050 shares — an estimated $213K sold.

EP Wealth Advisors first reported a position in FXH in Q4 2017 and held it in 1 quarter. The position peaked at $213K in Q4 2017. 147 funds tracked by Wall St. Rank hold FXH as of Q1 2018.

  • EP Wealth Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • EP Wealth Advisors sold 3,050 First Trust Health Care AlphaDEX Fund shares in Q1 2018, an estimated $213K.
  • EP Wealth Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • EP Wealth Advisors's First Trust Health Care AlphaDEX Fund position peaked at $213K in Q4 2017.
  • 147 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2018.

Based on EP Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.