Financial Gravity Asset Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Financial Gravity Asset 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
2019 Q4	$84K	Buy	306 +259	+551%	+$20.5K	0.06%	397
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	806
2019 Q2	$4K	Hold	47	–	–	﹤0.01%	733
2019 Q1	$4K	Buy	+47	New	+$3.51K	﹤0.01%	753
2018 Q3	$4K	Hold	47	–	–	﹤0.01%	771
2018 Q2	$4K	Hold	47	–	–	﹤0.01%	824
2018 Q1	$3K	Buy	+47	New	+$3.39K	﹤0.01%	846

Other funds holding FXH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Financial Gravity Asset Management's FXH Position: Q4 2019 in Review

Financial Gravity Asset Management increased its First Trust Health Care AlphaDEX Fund (FXH) stake by 551% in Q4 2019, buying an estimated $20.5K and bringing the position to 306 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #397.

Financial Gravity Asset Management first reported a position in FXH in Q1 2018 and has held it in 7 quarters since. 199 funds tracked by Wall St. Rank hold FXH as of Q4 2019.

Financial Gravity Asset Management held 306 shares of First Trust Health Care AlphaDEX Fund worth $84K as of Q4 2019.
Financial Gravity Asset Management bought 259 First Trust Health Care AlphaDEX Fund shares in Q4 2019, an estimated $20.5K.
First Trust Health Care AlphaDEX Fund made up 0.06% of Financial Gravity Asset Management's portfolio in Q4 2019, its #397 holding.
Financial Gravity Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2018 and has held it in 7 quarters since.
199 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.