Insight Capital Research & Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Insight Capital Research & 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
2016 Q4	–	Sell	-4,253	Closed	-$259K	–	123
2016 Q3	$259K	Hold	4,253	–	–	0.12%	95
2016 Q2	$251K	Hold	4,253	–	–	0.09%	97
2016 Q1	$237K	Sell	4,253 -1,301	-23%	-$70.3K	0.07%	93
2015 Q4	$336K	Hold	5,554	–	–	0.1%	91
2015 Q3	$323K	Hold	5,554	–	–	0.1%	86
2015 Q2	$382K	Hold	5,554	–	–	0.1%	94
2015 Q1	$372K	Hold	5,554	–	–	0.09%	110
2014 Q4	$335K	Hold	5,554	–	–	0.09%	120
2014 Q3	$310K	Buy	+5,554	New	+$304K	0.08%	110

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

Insight Capital Research & Management's FXH Position: Q4 2016 in Review

Insight Capital Research & Management sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q4 2016, closing a stake of 4,253 shares — an estimated $259K sold.

Insight Capital Research & Management first reported a position in FXH in Q3 2014 and held it in 9 quarters. The position peaked at $382K in Q2 2015. 116 funds tracked by Wall St. Rank hold FXH as of Q4 2016.

Insight Capital Research & Management reported no remaining First Trust Health Care AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
Insight Capital Research & Management sold 4,253 First Trust Health Care AlphaDEX Fund shares in Q4 2016, an estimated $259K.
Insight Capital Research & Management first reported a position in First Trust Health Care AlphaDEX Fund in Q3 2014 and held it in 9 quarters.
Insight Capital Research & Management's First Trust Health Care AlphaDEX Fund position peaked at $382K in Q2 2015.
116 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q4 2016.

Based on Insight Capital Research & Management's 13F filing for Q4 2016, filed 17 Feb 2017.