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

FDx 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 Q3	–	Sell	-4,487	Closed	-$333K	–	903
2018 Q2	$333K	Sell	4,487 -3,105	-41%	-$225K	0.01%	689
2018 Q1	$527K	Buy	7,592 +2,025	+36%	+$146K	0.02%	727
2017 Q4	$389K	Sell	5,567 -820	-13%	-$56K	0.01%	906
2017 Q3	$431K	Sell	6,387 -159	-2%	-$10.6K	0.01%	863
2017 Q2	$438K	Sell	6,546 -440	-6%	-$28.3K	0.01%	823
2017 Q1	$436K	Buy	+6,986	New	+$426K	0.01%	825
2015 Q2	–	Sell	-8,900	Closed	-$598K	–	990
2015 Q1	$598K	Buy	+8,900	New	+$567K	0.01%	852
2014 Q4	–	Sell	-6,262	Closed	-$349K	–	914
2014 Q3	$349K	Sell	6,262 -3,881	-38%	-$213K	0.02%	733
2014 Q2	$540K	Sell	10,143 -25,770	-72%	-$1.31M	0.04%	549
2014 Q1	$1.83M	Sell	35,913 -42,083	-54%	-$2.14M	0.15%	151
2013 Q4	$3.88M	Buy	77,996 +13,066	+20%	+$597K	0.39%	43
2013 Q3	$2.81M	Buy	64,930 +13,497	+26%	+$569K	0.33%	60
2013 Q2	$2.04M	Buy	+51,433	New	+$2.03M	0.27%	81

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

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

FDx Advisors's FXH Position: Q3 2018 in Review

FDx Advisors sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q3 2018, closing a stake of 4,487 shares — an estimated $333K sold.

FDx Advisors first reported a position in FXH in Q2 2013 and held it in 13 quarters. The position peaked at $3.88M in Q4 2013. 158 funds tracked by Wall St. Rank hold FXH as of Q3 2018.

FDx Advisors reported no remaining First Trust Health Care AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
FDx Advisors sold 4,487 First Trust Health Care AlphaDEX Fund shares in Q3 2018, an estimated $333K.
FDx Advisors first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 13 quarters.
FDx Advisors's First Trust Health Care AlphaDEX Fund position peaked at $3.88M in Q4 2013.
158 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.