Federated Hermes’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Federated Hermes’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	-53	Closed	-$4K	–	2245
2019 Q3	$4K	Buy	+53	New	+$4.04K	﹤0.01%	1971

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

Federated Hermes's FXH Position: Q4 2019 in Review

Federated Hermes sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2019, closing a stake of 53 shares — an estimated $4K sold.

Federated Hermes first reported a position in FXH in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 199 funds tracked by Wall St. Rank hold FXH as of Q4 2019.

Federated Hermes reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Federated Hermes sold 53 First Trust Health Care AlphaDEX Fund shares in Q4 2019, an estimated $4K.
Federated Hermes first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
Federated Hermes's First Trust Health Care AlphaDEX Fund position peaked at $4K in Q3 2019.
199 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2019.

Based on Federated Hermes's 13F filing for Q4 2019, filed 14 Feb 2020.