Hudock Inc’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Hudock Inc’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
2016 Q4	–	Sell	-600	Closed	-$36K	–	568
2016 Q3	$36K	Hold	600	–	–	0.02%	259
2016 Q2	$35K	Sell	600 -36	-6%	-$2.09K	0.02%	272
2016 Q1	$35K	Sell	636 -46,514	-99%	-$2.51M	0.02%	274
2015 Q4	$2.85M	Buy	47,150 +6,727	+17%	+$402K	1.27%	18
2015 Q3	$2.35M	Buy	40,423 +22,384	+124%	+$1.49M	1.1%	19
2015 Q2	$1.24M	Buy	18,039 +2,590	+17%	+$175K	0.57%	24
2015 Q1	$1.03M	Buy	15,449 +12,510	+426%	+$797K	0.46%	28
2014 Q4	$177K	Sell	2,939 -5,228	-64%	-$305K	0.08%	106
2014 Q3	$456K	Buy	8,167 +7,665	+1,527%	+$420K	0.28%	63
2014 Q2	$27K	Sell	502 -81	-14%	-$4.12K	0.03%	291
2014 Q1	$30K	Hold	583	–	–	0.02%	257
2013 Q4	$28K	Hold	583	–	–	0.02%	272
2013 Q3	$25K	Hold	583	–	–	0.02%	238
2013 Q2	$23K	Buy	+583	New	+$23K	0.03%	241

Other funds holding FXH

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Hudock Inc's FXH Position: Q4 2016 in Review

Hudock Inc sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2016, closing a stake of 600 shares — an estimated $36K sold.

Hudock Inc first reported a position in FXH in Q2 2013 and held it in 14 quarters. The position peaked at $2.85M in Q4 2015. 116 funds tracked by Wall St. Rank hold FXH as of Q4 2016.

Hudock Inc reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
Hudock Inc sold 600 First Trust Health Care AlphaDEX Fund shares in Q4 2016, an estimated $36K.
Hudock Inc first reported a position in First Trust Health Care AlphaDEX Fund in Q2 2013 and held it in 14 quarters.
Hudock Inc's First Trust Health Care AlphaDEX Fund position peaked at $2.85M in Q4 2015.
116 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2016.

Based on Hudock Inc's 13F filing for Q4 2016, filed 8 Feb 2017.