FCH
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Freestone Capital Holdings’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-100
Closed -$10.8K – 656
2020
Q4 		$10.8K Hold
100
– – ﹤0.01% 840
2020
Q3 		$9.47K Buy
+100
New +$9.37K ﹤0.01% 754

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UBS Group
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LPL Financial
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RJFSA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Freestone Capital Holdings's FXH Position: Q1 2021 in Review

Freestone Capital Holdings sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2021, closing a stake of 100 shares — an estimated $10.8K sold.

Freestone Capital Holdings first reported a position in FXH in Q3 2020 and held it in 2 quarters. The position peaked at $10.8K in Q4 2020. 209 funds tracked by Wall St. Rank hold FXH as of Q1 2021.

  • Freestone Capital Holdings reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 100 First Trust Health Care AlphaDEX Fund shares in Q1 2021, an estimated $10.8K.
  • Freestone Capital Holdings first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's First Trust Health Care AlphaDEX Fund position peaked at $10.8K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.