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
2020 Q1	–	Sell	-306	Closed	-$84K	–	1203
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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Financial Gravity Asset Management's FXH Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2020, closing a stake of 306 shares — an estimated $84K sold.

Financial Gravity Asset Management first reported a position in FXH in Q1 2018 and held it in 7 quarters. The position peaked at $84K in Q4 2019. 186 funds tracked by Wall St. Rank hold FXH as of Q1 2020.

Financial Gravity Asset Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 306 First Trust Health Care AlphaDEX Fund shares in Q1 2020, an estimated $84K.
Financial Gravity Asset Management first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's First Trust Health Care AlphaDEX Fund position peaked at $84K in Q4 2019.
186 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.