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Exchange Capital Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Exchange Capital 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
2016
Q3 		– Sell
-187
Closed -$11K – 242
2016
Q2 		$11K Buy
+187
New +$10.8K ﹤0.01% 163

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LPL Financial
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UCFA
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Goldman Sachs
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AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Exchange Capital Management's FXH Position: Q3 2016 in Review

Exchange Capital Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2016, closing a stake of 187 shares — an estimated $11K sold.

Exchange Capital Management first reported a position in FXH in Q2 2016 and held it in 1 quarter. The position peaked at $11K in Q2 2016. 133 funds tracked by Wall St. Rank hold FXH as of Q3 2016.

  • Exchange Capital Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
  • Exchange Capital Management sold 187 First Trust Health Care AlphaDEX Fund shares in Q3 2016, an estimated $11K.
  • Exchange Capital Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2016 and held it in 1 quarter.
  • Exchange Capital Management's First Trust Health Care AlphaDEX Fund position peaked at $11K in Q2 2016.
  • 133 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2016.

Based on Exchange Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.