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

Financial Gravity Companies’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
2018 Q4	$4K	Buy	+47	New	+$3.56K	﹤0.01%	767
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

RJFSA

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Gravity Companies's FXH Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q4 2018: 47 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FXH as recently as Q1 2018.

Financial Gravity Companies first reported a position in FXH in Q1 2018 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold FXH as of Q4 2018.

Financial Gravity Companies held 47 shares of First Trust Health Care AlphaDEX Fund worth $4K as of Q4 2018.
First Trust Health Care AlphaDEX Fund was a new Financial Gravity Companies position in Q4 2018.
First Trust Health Care AlphaDEX Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #767 holding.
Financial Gravity Companies first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2018 and has held it in 2 quarters since.
191 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.