Ground Swell Capital’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Ground Swell Capital’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
2014 Q3	$55K	Buy	+983	New	+$53.9K	0.1%	187

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Ground Swell Capital's FXH Position: Q3 2014 in Review

Ground Swell Capital opened a new position in First Trust Health Care AlphaDEX Fund (FXH) in Q3 2014: 983 shares worth $55K. The stake represents 0.1% of the portfolio and ranks #187 among its holdings.

117 funds tracked by Wall St. Rank hold FXH as of Q3 2014.

Ground Swell Capital held 983 shares of First Trust Health Care AlphaDEX Fund worth $55K as of Q3 2014.
First Trust Health Care AlphaDEX Fund was a new Ground Swell Capital position in Q3 2014.
First Trust Health Care AlphaDEX Fund made up 0.1% of Ground Swell Capital's portfolio in Q3 2014, its #187 holding.
117 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.