Freedom Investment Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Freedom Investment 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	-14,458	Closed	-$1.22M	–	686
2019 Q4	$1.22M	Buy	+14,458	New	+$1.14M	0.11%	183
2016 Q4	–	Sell	-14,023	Closed	-$853K	–	1006
2016 Q3	$853K	Buy	14,023 +6,341	+83%	+$386K	0.05%	285
2016 Q2	$453K	Sell	7,682 -287	-4%	-$16.6K	0.03%	444
2016 Q1	$444K	Sell	7,969 -2,564	-24%	-$139K	0.03%	438
2015 Q4	$637K	Buy	10,533 +4,661	+79%	+$278K	0.05%	317
2015 Q3	$215K	Sell	5,872 -3,474	-37%	-$231K	0.02%	592
2015 Q2	$643K	Sell	9,346 -6,911	-43%	-$467K	0.07%	269
2015 Q1	$1.16M	Buy	16,257 +11,202	+222%	+$714K	0.13%	116
2014 Q4	$305K	Buy	5,055 +545	+12%	+$31.8K	0.04%	418
2014 Q3	$252K	Buy	4,510 +479	+12%	+$26.3K	0.04%	388
2014 Q2	$215K	Buy	+4,031	New	+$205K	0.04%	441

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

Freedom Investment Management's FXH Position: Q1 2020 in Review

Freedom Investment Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2020, closing a stake of 14,458 shares — an estimated $1.22M sold.

Freedom Investment Management first reported a position in FXH in Q2 2014 and held it in 11 quarters. The position peaked at $1.22M in Q4 2019. 186 funds tracked by Wall St. Rank hold FXH as of Q1 2020.

Freedom Investment Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Freedom Investment Management sold 14,458 First Trust Health Care AlphaDEX Fund shares in Q1 2020, an estimated $1.22M.
Freedom Investment Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2014 and held it in 11 quarters.
Freedom Investment Management's First Trust Health Care AlphaDEX Fund position peaked at $1.22M in Q4 2019.
186 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.