Founders Financial Securities’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Founders Financial Securities’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 Q2	–	Sell	-10,029	Closed	-$766K	–	117
2019 Q1	$766K	Buy	10,029 +5,478	+120%	+$409K	0.24%	69
2018 Q4	$313K	Buy	+4,551	New	+$345K	0.11%	86
2016 Q1	–	Sell	-6,702	Closed	-$405K	–	68
2015 Q4	$405K	Buy	6,702 +690	+11%	+$41.2K	0.19%	49
2015 Q3	$350K	Sell	6,012 -5,557	-48%	-$369K	0.17%	50
2015 Q2	$797K	Sell	11,569 -57,740	-83%	-$3.91M	0.4%	32
2015 Q1	$4.64M	Buy	69,309 +59,318	+594%	+$3.78M	2.4%	9
2014 Q4	$602K	Sell	9,991 -1,605	-14%	-$93.7K	0.36%	37
2014 Q3	$647K	Buy	11,596 +237	+2%	+$13K	0.42%	37
2014 Q2	$605K	Sell	11,359 -697	-6%	-$35.4K	0.41%	38
2014 Q1	$614	Sell	12,056 -982	-8%	-$50K	0.41%	41
2013 Q4	$627K	Buy	+13,038	New	+$596K	0.53%	36

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Founders Financial Securities's FXH Position: Q2 2019 in Review

Founders Financial Securities sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q2 2019, closing a stake of 10,029 shares — an estimated $766K sold.

Founders Financial Securities first reported a position in FXH in Q4 2013 and held it in 11 quarters. The position peaked at $4.64M in Q1 2015. 180 funds tracked by Wall St. Rank hold FXH as of Q2 2019.

Founders Financial Securities reported no remaining First Trust Health Care AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Founders Financial Securities sold 10,029 First Trust Health Care AlphaDEX Fund shares in Q2 2019, an estimated $766K.
Founders Financial Securities first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2013 and held it in 11 quarters.
Founders Financial Securities's First Trust Health Care AlphaDEX Fund position peaked at $4.64M in Q1 2015.
180 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q2 2019.

Based on Founders Financial Securities's 13F filing for Q2 2019, filed 22 Jul 2019.