HWM
FXH icon

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

Highwater 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
2017
Q1 		– Sell
-4,540
Closed -$260K – 38
2016
Q4 		$260K Sell
4,540
-670
-13% -$38.8K 1.34% 28
2016
Q3 		$317K Buy
+5,210
New +$317K 1.77% 21

Other funds holding FXH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Highwater Wealth Management's FXH Position: Q1 2017 in Review

Highwater Wealth Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2017, closing a stake of 4,540 shares — an estimated $260K sold.

Highwater Wealth Management first reported a position in FXH in Q3 2016 and held it in 2 quarters. The position peaked at $317K in Q3 2016. 131 funds tracked by Wall St. Rank hold FXH as of Q1 2017.

  • Highwater Wealth Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Highwater Wealth Management sold 4,540 First Trust Health Care AlphaDEX Fund shares in Q1 2017, an estimated $260K.
  • Highwater Wealth Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2016 and held it in 2 quarters.
  • Highwater Wealth Management's First Trust Health Care AlphaDEX Fund position peaked at $317K in Q3 2016.
  • 131 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2017.

Based on Highwater Wealth Management's 13F filing for Q1 2017, filed 18 Apr 2017.