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

Financial Management Professionals’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 Q1	–	Sell	-31,923	Closed	-$2.2M	–	289
2018 Q4	$2.2M	Buy	+31,923	New	+$2.42M	1.37%	13
2014 Q3	–	Sell	-55,536	Closed	-$2.96M	–	249
2014 Q2	$2.96M	Sell	55,536 -1,611	-3%	-$81.9K	1.96%	16
2014 Q1	$2.91M	Buy	+57,147	New	+$2.91M	2%	16

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIM

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

Financial Management Professionals's FXH Position: Q1 2019 in Review

Financial Management Professionals sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2019, closing a stake of 31,923 shares — an estimated $2.2M sold.

Financial Management Professionals first reported a position in FXH in Q1 2014 and held it in 3 quarters. The position peaked at $2.96M in Q2 2014. 197 funds tracked by Wall St. Rank hold FXH as of Q1 2019.

Financial Management Professionals reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Financial Management Professionals sold 31,923 First Trust Health Care AlphaDEX Fund shares in Q1 2019, an estimated $2.2M.
Financial Management Professionals first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2014 and held it in 3 quarters.
Financial Management Professionals's First Trust Health Care AlphaDEX Fund position peaked at $2.96M in Q2 2014.
197 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2019.

Based on Financial Management Professionals's 13F filing for Q1 2019, filed 22 Apr 2019.