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Gupta Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-285
Closed -$17K – 1291
2015
Q3 		$17K Hold
285
– – ﹤0.01% 734
2015
Q2 		$20K Buy
+285
New +$19.3K ﹤0.01% 736

Other funds holding FXH

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's FXH Position: Q4 2015 in Review

Gupta Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2015, closing a stake of 285 shares — an estimated $17K sold.

Gupta Wealth Management first reported a position in FXH in Q2 2015 and held it in 2 quarters. The position peaked at $20K in Q2 2015. 150 funds tracked by Wall St. Rank hold FXH as of Q4 2015.

  • Gupta Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 285 First Trust Health Care AlphaDEX Fund shares in Q4 2015, an estimated $17K.
  • Gupta Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $20K in Q2 2015.
  • 150 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.