Financial Architects (New Jersey)’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Financial Architects (New Jersey)’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	-183	Closed	-$14K	–	931
2019 Q3	$14K	Hold	183	–	–	﹤0.01%	663
2019 Q2	$14K	Buy	+183	New	+$13.6K	﹤0.01%	804
2014 Q4	–	Sell	-99	Closed	-$6K	–	982
2014 Q3	$6K	Buy	+99	New	+$5.43K	﹤0.01%	712

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

Financial Architects (New Jersey)'s FXH Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2019, closing a stake of 183 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in FXH in Q3 2014 and held it in 3 quarters. The position peaked at $14K in Q3 2019. 199 funds tracked by Wall St. Rank hold FXH as of Q4 2019.

Financial Architects (New Jersey) reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 183 First Trust Health Care AlphaDEX Fund shares in Q4 2019, an estimated $14K.
Financial Architects (New Jersey) first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2014 and held it in 3 quarters.
Financial Architects (New Jersey)'s First Trust Health Care AlphaDEX Fund position peaked at $14K in Q3 2019.
199 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.