FIM
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Fernwood Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Fernwood Investment 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
2014
Q1 		– Sell
-5,850
Closed -$281K – 116
2013
Q4 		$281K Buy
+5,850
New +$267K 0.19% 114

Other funds holding FXH

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Fernwood Investment Management's FXH Position: Q1 2014 in Review

Fernwood Investment Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2014, closing a stake of 5,850 shares — an estimated $281K sold.

Fernwood Investment Management first reported a position in FXH in Q4 2013 and held it in 1 quarter. The position peaked at $281K in Q4 2013. 98 funds tracked by Wall St. Rank hold FXH as of Q1 2014.

  • Fernwood Investment Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 5,850 First Trust Health Care AlphaDEX Fund shares in Q1 2014, an estimated $281K.
  • Fernwood Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2013 and held it in 1 quarter.
  • Fernwood Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $281K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2014.

Based on Fernwood Investment Management's 13F filing for Q1 2014, filed 23 Apr 2014.